Financial Adviser

IFA existing clients

£60,000 – £70,000 (£80,000 OTE)

We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.

Location:

Belfast |

Employment Type:

Permanent | Job

• Manage and develop an existing client portfolio of approximately 50 households
• Work with a client bank generating around £100k recurring income
• Provide holistic financial advice across investments, pensions, and tax planning
• Service a mixed client base including private clients and some HNW individuals
• Collaborate closely with in-house paraplanning and administrative support
• Ensure all advice and recommendations meet regulatory and compliance standards

• £60,000 – £70,000 salary
• Existing Client Bank support
• Bonus (£80,000 OTE)
• Pension contribution
• DIS (disability insurance)

• Level 4 Diploma qualified – CISI/CII/LIBF
• Proven adviser experience within an advisory or wealth management environment
• Excellent understanding of financial products – investment, tax planning, and regulatory frameworks
• Strong analytical, organisational, and written communication skills