Financial Advisor

Job DescriptionFinancial Advisor50,00060,000 base salary + Bonus + 30% New Business IncentiveNewry/Belfast (Hybrid) About your new RoleSignatus are working exclusively with a well-established and respected financial planning firm in Newry to recruit a Chartered or Certified Financial Advisor, or an ambitious Diploma-qualified professional keen to transition from banking or practice environment into independent financial consultancy.Given our clients strong brand within the advisory services, this role offers a unique opportunity for fast progression and lucrative earning potential for anyone who wants to succeed in this industry.Together with an enviable client list that you have direct access to, you will also have full paraplanning and administrative support to allow you to focus on building and maintaining client relationships.Youll manage an affluent portfolio of private and commercial clients, deliver tailored planning and advisory services, strive for high retention levels and drive new business opportunities, rewarded with a 30% commission on new revenue and very healthy retention bonus to supplement your high base salary.What Youll DoProvide strategic advice across pensions, investments, life and medical protection, tax and trust planning (doe)Maintain and deepen relationships with high-net-worth clients and business owners/family members of clientsConduct in-office client meetings twice weekly, plus remote and on-site visits when requiredTake responsibility for an existing client book and interrogate it for new business opportunities as well as retention of existing lines.Source, qualify, and convert new business prospectsAdhere to and maintain strong financial and information governance proceduresQualifications & ExperienceChartered or Certified FP/FADiploma in Regulated Financial Planning (DipFA / DipPFS), Investment Advice Diploma or equivalent FCADesirable: Advanced Diploma in Financial Planning or progress towards Chartered Financial Planner statusStrong commercial sense with new business track recordPrevious experience in independent financial advice, banking, or practice advisory rolesWhy You Should ApplyJoin a firm with demonstrable heritage and a loyal, highvalue client baseWork in a hybrid model that values both flexibility and personal connectionRealise meaningful income progression through base plus exceptional bonus structureBenefit from a culture that supports investment in professional qualifications and developmentHow to ApplyContact our Principal Consultant Fionntn Gamble to discuss this role in confidence. E: [email protected] or call on 07982608069.

Created: 2025-07-06