Financial Advisor
Why This Role Stands Out
This hybrid Financial Advisor role offers significant career growth and the chance to make a real impact by managing an existing client portfolio and developing new business within a reputable firm. You'll thrive here if you have proven wealth management experience and a passion for building lasting client relationships, so be sure to apply!
Quick Overview
Job Description
Brook Street Recruitment are currently recruiting on behalf of our client in Armagh for an experienced and client-focused Financial Advisor to join a well-established and growing business.
This is an excellent opportunity for a driven professional with a strong background in wealth management and financial advisory services.
Important: This role is specifically suited to candidates with proven experience in wealth management / financial planning. Applicants from an accountancy or purely accounting - finance background will not be considered.
The Role:
- Provide tailored financial advice across investments, pensions, and long-term financial planning
- Manage and develop an existing portfolio of clients while identifying new business opportunities
- Build and maintain strong, long-term client relationships
- Conduct detailed financial reviews and create bespoke wealth management strategies
- Ensure all advice is compliant with current regulatory standards
Criteria
- Proven experience as a Financial Advisor within a wealth management or financial planning environment
- Strong knowledge of pensions, investments, and holistic financial planning
- Excellent interpersonal and relationship management skills
- Relevant industry qualifications (e.g. Diploma in Financial Planning or equivalent)
- A proactive, client-first approach
Benefits:
- Competitive salary and bonus structure (dependent on experience)
- Established client base and ongoing support
- Opportunities for career progression within a growing firm
- Professional and supportive working environment
Please send your CV to Colleen Farquharson via the apply link
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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