Financial Advisor

Brook Street; Armagh; On-site; GBP 40,000 - 60,000; Full time

Job summary

Brook Street is recruiting an experienced Financial Advisor in Armagh to join a well-established and growing business with a strong focus on wealth management and financial advisory services.

The role targets candidates with proven experience in wealth management/financial planning, offering a path to further career progression within a supportive environment.

Qualifications

• Proven experience as a Financial Advisor within a wealth management or financial planning environment.
• Strong knowledge of pensions, investments, and holistic financial planning.
• Excellent interpersonal and relationship management skills.

Responsibilities

• Provide tailored financial advice across investments, pensions, and long-term financial planning.
• Manage and develop an existing portfolio of clients while identifying new business opportunities.
• Build and maintain strong, long-term client relationships.
• Conduct detailed financial reviews and create bespoke wealth management strategies.
• Ensure all advice is compliant with current regulatory standards.

Skills

Interpersonal

Client relations

Wealth management

Regulatory compliance

Education

Diploma in Financial Planning

Job description

Brook Street Recruitment are currently recruiting on behalf of our client in Armagh for an experienced and client-focused Financial Advisor to join a well-established and growing business.

This is an excellent opportunity for a driven professional with a strong background in wealth management and financial advisory services.

Important:

This role is specifically suited to candidates with proven experience in wealth management / financial planning. Applicants from an accountancy or purely accounting - finance background will not be considered.

The Role:

• Provide tailored financial advice across investments, pensions, and long-term financial planning
• Manage and develop an existing portfolio of clients while identifying new business opportunities
• Build and maintain strong, long-term client relationships
• Conduct detailed financial reviews and create bespoke wealth management strategies
• Ensure all advice is compliant with current regulatory standards

Criteria

• Proven experience as a Financial Advisor within a wealth management or financial planning environment
• Strong knowledge of pensions, investments, and holistic financial planning
• Excellent interpersonal and relationship management skills
• Relevant industry qualifications (e.g. Diploma in Financial Planning or equivalent)
• A proactive, client-first approach

Benefits:

• Competitive salary and bonus structure (dependent on experience)
• Established client base and ongoing support
• Opportunities for career progression within a growing firm
• Professional and supportive working environment