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Financial Adviser jobs in Belfast

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    • Assess clients' financial circumstances and needs.
    • Access to quality lead generation.
    • Full compliance and administrative support.
    • View all Partnership Recruitment jobs - Belfast jobs - Mortgage Advisor jobs in Belfast
    • Salary Search: Mortgage Adviser salaries in Belfast
    • Deliver holistic financial planning and wealth management advice to private clients.
    • We are seeking an adviser who wants to make a long-term commitment and find…
    • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
    • Good working knowledge of IO and Platform.
    • Assess the impact of changing demographics or legislation on pension schemes and the effects that changes in financial markets have on different organisations.
    • Establishing a single source of truth for engagement financial KPIs.
    • Providing commercial expertise to price future engagements while managing financial risks.
    • Conduct annual reviews and provide ongoing holistic financial planning advice.
    • Proven experience delivering regulated financial advice across pensions and…
    • Experience with financial planning software.
    • Support Financial Planners with the preparation and delivery of financial advice across investments, pensions, IHT…
    • This role would suit a financial planning administrator looking to launch their career into a more technical field.
    • Full study support will be provided.
  • View similar jobs with this employer
    • As a Partner Advisor, you run your own mortgage business with proven systems, compliance support and business coaching already in place.
    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • Experience working within a client support / financial planner support role is essential.
    • An ambition to build a career within financial services firm, with a…
    • From attending trustee meetings and presenting reports to leading major exercises such as buy-ins, buyouts, and GMP equalisation, you’ll also support Spence’s…
    • Please note that applicants must have worked for a Financial Services company - the client is not interested in speaking to people from banking etc.

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Mortgage Adviser
Partnership Recruitment
6 Citylink Business Park, Belfast BT12 4HQ
Self-employed
Apply on company site

Job details

Pay information not provided
Company pension
Self-employed
6 Citylink Business Park, Belfast BT12 4HQ

Full job description

The opportunity

E M Gray & Co Ltd is a highly respected and growing wealth management firm based in Belfast, committed to delivering exceptional financial planning and long-term client outcomes. As the business continues to grow, an exciting opportunity has arisen for a Mortgage Advisor to join the team.

Employed Option

  • Competitive basic salary
  • Uncapped commission structure
  • Qualified leads provided
  • Administrative support
  • Ongoing training and development
  • Pension scheme
  • Holiday entitlement
  • Career progression opportunities

Self-Employed Option

  • Highly competitive commission splits
  • Flexible working arrangements
  • Access to quality lead generation
  • Full compliance and administrative support
  • Whole-of-market lender access
  • Technology and CRM systems provided
  • Opportunity to maximise earnings with uncapped potential
The Role

As a Mortgage Advisor, you will:

  • Provide high-quality mortgage and protection advice to clients
  • Assess clients' financial circumstances and needs
  • Recommend suitable mortgage and insurance solutions
  • Manage cases from initial enquiry through to completion
  • Build and maintain strong relationships with clients and introducers
  • Ensure all recommendations meet regulatory and compliance requirements
  • Deliver an exceptional customer experience throughout the advice process

What will you need to succeed?

  • CeMAP (or equivalent) qualification
  • Strong track record of sales and building strong client relationships
  • Self motivated with excellent communication skills
  • Ambitious with entrepreneurial drive to develop your business network and client portfolio
  • Good knowledge of industry regulations and compliance standards

Why us?

E M Gray & Co Ltd are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
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