Financial Advisor

Brook Street is pleased to be recruiting a Financial Advisor for our client based in ArmaghThis is an excellent opportunity for an experienced advisor to provide high-quality financial advice to an existing client base, while also developing new business opportunities.Key Responsibilities:Conduct client meetings (in-office, at home, or on business premises)Review client's financial situations and goals in depthCreate tailored financial plans and strategiesComplete risk assessments and product researchOffer advice on a range of financial products and servicesMaintain ongoing client relationships and respond to changing needsEnsure compliance with relevant regulations and disclosure requirementsPrepare financial reports and updatesLiaise with financial institutions, solicitors, estate agents, and other professionalsRequirements:Level 4 Diploma in Financial Planning (working toward Chartered status preferred)Minimum of 3 year's advising experience (extensive experience highly desirable)Strong communication, analytic, and client relationship skillsSalary: Negotiable based on experience and qualifications.To apply: Please submit your CV via the apply link or send directly to Colleen Farquharson.Brook Street NMR is acting as an Employment Agency in relation to this vacancy.JBRP1_UKTJ

Created: 2025-09-07