Financial Adviser

Recruit UK; Belfast City District; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Pension scheme

Death in Service

25 days' holiday

Job summary

Recruit UK seeks an experienced Financial Adviser in Belfast to manage an established client bank while developing new opportunities. You will advise clients, nurture relationships, and work with paraplanning support to maximize opportunities.

Hybrid working is offered in the role with a competitive base salary and a bonus structure. The role focuses on client servicing and new business development within a locally based wealth management team.

Qualifications

• CAS status is essential.
• Experience providing regulated financial advice.
• Strong relationship management and client servicing skills.
• Ability to identify and convert new business opportunities.
• Excellent communication and interpersonal skills.
• Comfortable managing an existing client bank while developing new relationships.

Responsibilities

• Inherit an established client bank and manage the existing portfolio.
• Develop new business opportunities with leads provided and regular flow of opportunities.
• You’ll be fully supported by paraplanning and administration teams to focus on advising clients and building relationships.
• Hybrid working is central to this role, offering flexibility within an established local team.

Skills

Relationship management

Client servicing

Communication skills

New business development

Regulatory compliance

Education

CAS status

Job description

Job Title: Financial Adviser

Location: Belfast

Salary: £50,000 - £70,000 + Bonus

REF: 10601

Are you an experienced Financial Adviser looking for an opportunity where you can inherit an established client bank while continuing to develop new business?

We are working with an established Wealth Management firm in Belfast that is looking for a Financial Adviser to join its growing team. This is a combination of client servicing and new business, with an existing portfolio of clients to manage alongside a regular flow of leads and opportunities to develop further business.

The majority of clients are based locally, making this a great opportunity for an Adviser who wants to build long-term relationships and establish themselves within the local market.

You’ll be fully supported by dedicated paraplanning and administration teams, allowing you to focus on advising clients, developing relationships and converting new opportunities.

In addition to your salary, you’ll receive a bonus based on issued initial fees/commission. Hybrid working is central to this role, offering flexibility alongside the benefits of being part of an established local team.

What’s in it for you?

• £50,000 - £70,000 basic salary, depending on experience
• Bonus based on issued initial fees/commission
• No validation target
• Existing client bank
• Leads and new business opportunities provided
• Full paraplanning and administration support
• Hybrid working
• Pension - 5% employee / 3% employer contribution
• Death in Service
• 25 days' holiday plus bank holidays

Skills and experience required

• CAS status is essential
• Experience providing regulated financial advice
• Strong relationship management and client servicing skills
• Ability to identify and convert new business opportunities
• Excellent communication and interpersonal skills
• Comfortable managing an existing client bank while developing new relationships

This is an excellent opportunity for an established Financial Adviser looking for a role that offers the security of an existing client bank, ongoing lead flow and a competitive basic salary without a validation target.