Financial Adviser – Northern Ireland
Location: Belfast / Northern IrelandJob Type: PermanentSalary: Competitive Salary & Benefits PackagePositions Available: 2
The Opportunity
Hunter Savage is working with a growing national financial planning and wealth management business, backed by a major UK investment and wealth management group, as it continues its expansion across Northern Ireland.
Following recent investment in its Belfast operation, the business is looking to appoint two experienced Financial Advisers to support its continued growth across the region.
This is an excellent opportunity for established advisers who want to benefit from the financial strength, infrastructure and career opportunities of a national wealth management group while retaining the autonomy and relationship-led approach of a high-quality financial planning practice.
The business has experienced significant growth through organic expansion and strategic acquisitions across the UK. Its Northern Ireland operation is now entering an exciting new phase, with plans to strengthen its local advisory team and develop its regional presence.
Successful candidates will benefit from dedicated paraplanning and administrative support, allowing them to focus on providing excellent financial advice, developing client relationships and growing their portfolios.
The Role
As a Financial Adviser, you will provide high-quality, holistic financial planning advice to private clients, helping them achieve their short- and long-term financial objectives.
You will manage and develop existing client relationships while identifying opportunities to grow your portfolio through referrals, professional connections and established networks.
Key Responsibilities:
Provide comprehensive financial planning advice across pensions, retirement planning, investments, protection, tax-efficient planning and estate planning.
Build and maintain trusted, long-term relationships with private and high-net-worth clients.
Conduct regular client reviews, ensuring advice remains appropriate as financial circumstances and objectives evolve.
Develop new client relationships through referrals, professional introducers and existing networks.
Identify opportunities to strengthen existing client relationships and provide additional financial planning services.
Build relationships with accountants, solicitors and other professional advisers.
Work closely with dedicated paraplanning and administration teams to deliver an excellent client experience.
Maintain accurate client records and ensure all advice meets FCA regulatory and internal compliance requirements.
Contribute to the continued growth and development of the business across Northern Ireland.
The Ideal Candidate
We are particularly interested in speaking with experienced Financial Advisers who combine strong technical knowledge with excellent relationship management skills and a commercial approach.
Essential Experience & Qualifications:
Previous experience providing regulated financial advice.
Level 4 Diploma in Financial Planning or equivalent recognised qualification.
Strong knowledge of pensions, investments, retirement planning and holistic financial advice.
Experience building and maintaining relationships with private clients.
Excellent communication and interpersonal skills.
Good understanding of FCA regulatory requirements and compliance standards.
A client-focused approach with a commitment to delivering high-quality advice.
Strong commercial awareness and an interest in developing new business.
Desirable Experience:
Chartered Financial Planner status or actively working towards Chartered qualification.
Experience advising high-net-worth individuals and families.
Established professional networks or introducer relationships within Northern Ireland.
A track record of developing client portfolios through referrals and professional connections.
Why Consider This Opportunity?
Strong Financial Backing: Join a growing business supported by a large, established UK wealth management group.
Ambitious Growth Plans: Become part of an expanding Belfast operation with significant long-term development opportunities.
Established Client Relationships: Benefit from an existing business and opportunities to develop your own client portfolio.
Dedicated Support: Access experienced paraplanning and administration professionals, allowing you to focus on delivering advice and building relationships.
National Infrastructure, Local Approach: Enjoy the resources of a national organisation while maintaining a personalised, relationship-led approach to financial planning.
Career Development: Join a business committed to continued investment, professional development and long-term career progression.
Autonomy & Influence: Play a meaningful role in developing the Northern Ireland operation while taking ownership of your client relationships.
Competitive Package: Attractive salary and overall remuneration package.
Apply Now
This is an excellent opportunity for experienced Financial Advisers looking to join a financially secure, ambitious and growing wealth management business with a genuine commitment to the Northern Ireland market.
Whether you are actively considering a move or simply interested in exploring what opportunities exist, we would welcome a confidential conversation.
For further information, please contact Paddy McAllister at Hunter Savage.
All enquiries will be treated in the strictest confidence.
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