Financial Advisor

Brook Street; Carrickfergus; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking an experienced Financial Advisor to manage a warm client book and provide tailored financial advice. You will benefit from flexible working arrangements throughout Northern Ireland, a competitive negotiable salary, and career development opportunities toward Chartered status. Ideal candidates will have a Level 4 Diploma in Financial Planning and over 3 years in Wealth Management.

Benefits

Attractive salary based on experience

Warm client bank to manage

Career development opportunities

Supportive leadership team

Qualifications

• 3+ years experience in Wealth Management, advising on pensions, investments, and protection.
• Proven client relationship skills needed.

Responsibilities

• Manage and grow an existing warm client book.
• Provide tailored financial advice and develop long-term plans.
• Ensure compliance with FCA regulations.

Skills

Client relationship skills

Consultative approach to financial planning

Strong communication

Education

Level 4 Diploma in Financial Planning

Job description

Experienced Financial Advisor - Flexible Location (Northern Ireland) Excellent Package Warm Client Book Flexible Working

Brook Street is delighted to partner with a highly regarded financial services firm, currently seeking an experienced Financial Advisor to join their growing team.

This is a unique opportunity for an established advisor to step into a role that offers a negotiable salary, a portfolio of warm, existing clients, and the freedom to work from anywhere in Northern Ireland. Occasional travel to the head office in Armagh will be required.

Whether you're looking to step away from chasing cold leads, or seeking a role that offers more autonomy and support, this is a standout opportunity in the market.

Responsibilities

• Manage and grow a warm book of existing clients
• Conduct meetings face-to-face or remotely - in-office, at home, or at client business premises
• Provide tailored, high-quality financial advice based on individual needs and goals
• Develop long-term financial plans and investment strategies
• Carry out risk assessments, research products, and present recommendations
• Maintain strong client relationships and adapt plans as needs evolve
• Ensure full compliance with FCA regulations and company standards
• Liaise with solicitors, estate agents, and financial institutions as needed

Criteria

• Absolutely must have a Level 4 Diploma in Financial Planning (on the path to Chartered status preferred)
• 3+ year’s experience working in Wealth Management - advising clients across pensions, investments, protection, and more
• A strong communicator with proven client relationship skills
• Commercially minded with a consultative approach to financial planning

Benefits

• Attractive, negotiable salary based on your experience and qualifications
• Warm client bank ready to be managed and grown
• Flexible working - operate remotely anywhere in Northern Ireland
• Supportive leadership and administrative team
• Career development opportunities toward Chartered status

Interested?

Apply now through the link or send your CV directly to Colleen Farquharson at Brook Street.