Financial Advisor

Hunter Savage; Belfast; On-site; GBP 35,000; Full time

Job summary

A leading financial planning firm in Belfast is looking for a Financial Adviser to provide holistic advice and manage an existing client bank. Ideal for newly qualified or early-career advisers, the role offers a supportive environment with full administrative and compliance backup. Common responsibilities include delivering financial solutions across pensions and investments, with potential for performance-based bonuses and career progression.

Benefits

Performance-based bonus

Private Medical Cover

Death in Service

Employer Pension Contribution

Full administrative and compliance support

Qualifications

• Minimum 18 months experience delivering regulated financial advice.
• Strong technical knowledge of pensions, investments, taxation, and protection.
• Organised, proactive, and committed to providing outstanding client service.

Responsibilities

• Provide regulated financial advice in line with The Openwork Partnership.
• Manage an existing client portfolio with annual reviews.
• Identify new business opportunities within the client base.

Skills

Communication skills

Technical knowledge of pensions

Technical knowledge of investments

Client relationship management

Organization

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Description

We are hiring for our client, a leading financial planning firm, who are seeking a Financial Adviser to join their expanding Belfast team. This is an excellent opportunity for a newly qualified or early‑career adviser to provide holistic financial advice to an established client bank, with full administrative and compliance support.

As a Financial Adviser, you will deliver tailored financial planning solutions across pensions, investments, and protection, while maintaining high compliance and service standards in line with The Openwork Partnership framework.

This position offers a supportive environment with access to a loyal client base, excellent back‑office infrastructure, and strong long‑term progression opportunities.

Top 3 Things to Know About this Job:

1. Manage and service an existing client bank with central admin support
2. Provide holistic financial advice across pensions, investments & protection
3. Excellent benefits package, bonus potential, and clear career progression

The Role

• Provide regulated financial advice in line with The Openwork Partnership and company standards
• Manage an existing client portfolio, conducting annual reviews and maintaining strong client relationships
• Deliver holistic advice across pensions, investments, and protection products
• Identify new business opportunities and referral potential within the client base
• Ensure all advice is compliant, well‑documented, and aligned with Consumer Duty principles
• Collaborate with central administration teams to ensure efficient case management
• Maintain accurate client records and contribute to firm‑wide goals and objectives

The Person

• Level 4 Diploma in Regulated Financial Planning (or equivalent) – essential
• Minimum 18 months experience delivering regulated financial advice
• Strong technical knowledge of pensions, investments, taxation, and protection
• Excellent communication, presentation, and relationship management skills
• Organised, proactive, and committed to providing outstanding client service
• Experience within The Openwork Partnership – desirable but not essential

The Reward

• £35,000 per annum base salary
• Performance‑based bonus linked to advice quality and activity
• Private Medical Cover, Death in Service & Employer Pension Contribution
• Full administrative and compliance support
• Access to an existing client bank and modern back‑office systems
• Long‑term career progression in a growing, reputable advice business