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Financial Advisor (Investments / Pensions)

Brook Street UK
Newtownards, Co. Down
Job type
full time
Location
Newtownards, Co. Down, Co. Down, Northern Ireland; Northern Ireland
Brook Street Recruitment is partnering with one of our Wealth Management clients to recruit a qualified Financial Adviser for their growing Belfast team. This employed adviser opportunity is ideal for an experienced, client-focused professional who is Level 4 Diploma qualified and confident delivering regulated advice across pensions, investments, and protection. You will inherit and develop an existing client portfolio, providing high-quality ongoing advice, conducting annual reviews, and identifying new opportunities through trusted client relationships and referrals. The role offers strong administrative support, modern systems, and the opportunity to build a long-term career within one of Northern Ireland's leading and fastest-growing financial advice firms. About the Company Our client is an appointed representative of The Openwork Partnership, one of the UK's largest and most respected financial advice networks. With offices across the UK, the business provides holistic financial planning services, offering clients access to a carefully selected range of products and investment solutions tailored to their individual needs. Their mission is to help clients make confident financial decisions through clear, professional, and personalised advice. The Role As a Financial Adviser, you will deliver compliant, client-focused financial advice to an established portfolio of clients across pensions, investments, and protection planning. Key Responsibilities Deliver regulated financial advice in line with company standards and The Openwork Partnership framework Manage and develop relationships within an existing client bank. Conduct annual reviews and provide ongoing holistic financial planning advice Advise clients across pensions, investments, and protection products. Work collaboratively with administration and para-planning teams to ensure smooth case progression. Maintain accurate and up-to-date client records using CRM and back-office systems. Support wider business objectives through professionalism, consistency, and high-quality advice delivery. Skills & Experience Level 4 Diploma in Regulated Financial Planning (or equivalent) - Proven experience delivering regulated financial advice across pensions and investments. Strong technical knowledge of pensions, investments, taxation, and protection planning. Experience within The Openwork Partnership network is advantageous but not essential. Salary & Benefits Competitive basic salary, depending on experience. Performance-related bonus linked to advice activity, client servicing, and quality measures. Private medical insurance. Employer pension contribution. Existing client bank provided. Long-term career development within a growing and established financial advice business.
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