Financial Advisor

Signatus Recruitment; United Kingdom; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial planning firm in the United Kingdom is seeking an experienced Financial Advisor. This hybrid position offers a competitive salary of approximately £50,000 plus bonuses. The ideal candidate will have a strong background in financial planning and client management, with opportunities for progression within a supportive firm that values professional development. Regular travel to the office in Newry is required.

Benefits

KPI Bonus

Professional development support

Flexible working model

Qualifications

• 3+ years of experience as a Chartered or Certified Financial Advisor.
• Strong commercial sense with new business track record.
• Experience in independent financial advice, banking, or advisory roles.

Responsibilities

• Provide strategic advice across pensions, investments, and tax planning.
• Maintain relationships with high-net-worth clients.
• Manage an existing client book for retention and new business opportunities.

Skills

Financial planning

Client relationship management

Investment strategy

Tax planning

Education

Chartered or Certified CAS/FP/FA

DipFA/DipPFS or equivalent FCA

Job description

Financial Advisor c£50,000 base salary + KPI Bonus + % New Business Incentive, Newry/Belfast (Hybrid)

Signatus are working exclusively with a well-established and respected financial planning firm in Newry to recruit (ideally) a Chartered or Certified Financial Advisor (CAS 3+ years), or an ambitious Diploma-qualified professional keen to move into a growing independent financial consultancy.

Given our client's strong brand within the advisory services, this role offers a unique opportunity for progression and lucrative earning potential for anyone who wants to succeed in this industry. There is an existing client book for you which is fully supported by experienced paraplanning personnel, allowing you to focus on building and maintaining quality client relationships and be successful in this role.

What You’ll Do

• Provide strategic advice across pensions, investments, life protection, tax and trust planning
• Maintain and deepen relationships with high-net-worth clients and business owners/family members of clients
• Conduct in-office client meetings, operating both remotely and on-site or in-office visits when required
• Take responsibility for an existing client book ensuring a high level of retention as well as optimising and interrogating it for any new business opportunities
• Adhere to and maintain strong financial and information governance procedures

Qualifications & Experience

• Chartered or Certified CAS/FP/FA
• Diploma in Regulated Financial Planning (DipFA/DipPFS), Investment Advice Diploma or equivalent FCA
• Desirable: Advanced Diploma in Financial Planning or progress towards Chartered Financial Planner status
• Strong commercial sense with new business track record
• Previous experience in independent financial advice, banking, or practice advisory roles

Why You Should Apply

• Join a firm with demonstrable heritage and a loyal, high-value client base
• Work in a hybrid model that values both flexibility and personal connection
• Realise meaningful income progression through base plus exceptional bonus structure
• Benefit from a culture that supports investment in professional qualifications and development
• The role requires twice weekly travel to our client's office in Newry initially, therefore applicants outside the jurisdiction who can't commit to this requirement cannot unfortunately be considered.

To apply, contact our Principal Consultant Fionntán Gamble LLB to discuss this role in confidence. E: [e-mail] or call on 07982608069.