Wealth Planning Advisor — Client-Focused, Growth-Driven

MCS Group; Newry; On-site; GBP 59,000 - 72,000; Full time

Benefits offered by this job

Base salary up to £65,000

Commission package

Bonus

Other extensive benefits

Job summary

MCS Group are partnering with a long-established financial planning firm in Newry to appoint a Financial Advisor who will join a growing team and deliver tailored financial advice. You will build relationships with new and existing clients, conduct reviews, and ensure regulatory compliance while working with a supportive, collaborative culture that rewards development and earnings potential.

This role offers a base salary up to £65,000 plus commission, bonus, and extensive benefits, with clear

Qualifications

• Diploma in regulated financial planning is required.
• Experience within a wealth management environment is preferred.
• Ability to work collaboratively with key stakeholders is essential.
• Adaptability to changing factors and client needs.

Responsibilities

• Provide tailored financial advice to help clients achieve their long-term goals.
• Build and maintain strong relationships with new and existing clients.
• Conduct regular financial reviews and recommend suitable solutions.
• Ensure all advice and documentation meet regulatory and compliance standards.
• Work closely with support teams to deliver an exceptional client experience.

Skills

Financial planning

Relationship management

Regulatory compliance

Client service

Team collaboration

Education

Diploma in regulated financial planning

Job description

MCS Group are partnering with a long-established financial planning firm in Newry to appoint a Financial Advisor who will join a growing team and deliver tailored financial advice. You will build relationships with new and existing clients, conduct reviews, and ensure regulatory compliance while working with a supportive, collaborative culture that rewards development and earnings potential.

This role offers a base salary up to £65,000 plus commission, bonus, and extensive benefits, with clear