Financial Planner / Adviser
- Hiring from
- United Kingdom
- Work type
- Hybrid
- Posted
- Oct 2, 2026
Financial Planner / Adviser
Our client is seeking an experienced, technically strong Financial Planner / Adviser to join a successful financial planning business with a predominantly high-value client base. Working alongside a senior adviser on complex cases, you will help develop comprehensive financial plans and gradually take on greater responsibility for client relationships and advice delivery.
Based in County Down, this is a hybrid role, offering a balance of flexible working and in-person collaboration with clients and colleagues. You will work closely with paraplanning and administrative teams to support the effective delivery of advice.
Basic salary of up to £60,000, with performance-related bonus and potential OTE of approximately £90,000 after two years.
Hybrid working in County Down.
Work alongside a senior adviser on complex financial planning cases for high-value clients.
* Develop personalised financial plans covering pensions, investments, retirement, protection and wider wealth planning. * Use cashflow modelling to explore scenarios and support client decisions. * Attend client meetings and progressively develop responsibility for client relationships and advice delivery. * Manage cases from fact-find through recommendation, implementation and ongoing reviews.
* Experience as a Financial Planner, Financial Adviser or Senior Paraplanner, including direct client work. * Strong technical knowledge of pensions, investments, retirement planning and cashflow modelling. * Experience with complex or higher-value cases. * Certified Financial Planner qualification preferred; Chartered Financial Planners or candidates working towards either status will also be considered.
* Basic salary of up to £60,000, depending on experience and qualifications, plus performance-related bonus. * Potential OTE of approximately £90,000 after two years, with scope to earn more depending on performance. * Full-time position; hours and contract type are not specified. * Employer pension contribution, Death in Service cover, Private Medical Insurance, Medical Cash Plan, income protection and professional development support.
For further information, and to apply for this Financial Planner / Adviser role, please contact Paddy McAllister. Visit our website for a full list of opportunities.
Expert, confidential recruitment advice.
Salary is usually negotiable, salary details listed are to be used as a guide and are based on factors such as your experience and expertise.