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.
Working closely with the central administration and support teams, you will ensure outstanding client experience, maintain high servicing standards, and contribute to the continued growth and success of the business.
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.
Identify additional advice opportunities through client relationships and referrals.
Ensure all advice is compliant, fully documented, and aligned with Consumer Duty requirements.
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) - essential.
Proven experience delivering regulated financial advice across pensions and investments.
Strong technical knowledge of pensions, investments, taxation, and protection planning.
Excellent communication and relationship management skills.
Client-focused with strong organisational skills and attention to detail.
Ability to operate within structured advice and compliance processes.
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.
Death in Service benefit.
Employer pension contribution.
Existing client bank provided.
Full administration and operational support.
Long-term career development within a growing and established financial advice business.
Please send CV to Colleen Farquharson via the apply link
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Brook Street NMR is acting as an Employment Agency in relation to this vacancy
Salary description
£55000.00 - £55000.00 per year