About You
You will be an experienced and successful Financial Adviser with a proven history of developing and maintaining strong client relationships.
Essential Requirements
- Level 4 Diploma qualified as a minimum.
- Proven experience as a Financial Adviser / Financial Planner.
- Ability to transfer and service an existing client bank and recurring revenue stream.
- Strong technical knowledge across pensions, investments, protection, and retirement planning.
- Excellent communication and relationship-building skills.
- Strong understanding of FCA regulations and compliance requirements.
Personal Attributes
We are looking for someone who is:
- Hungry, ambitious, and driven to succeed.
- Commercially minded and entrepreneurial.
- Professional, trustworthy, and client-centric.
- Motivated by building long-term client relationships.
- A strong cultural fit for a family-orientated business.
- Collaborative and supportive of colleagues.
- Confident in networking and developing professional relationships that generate new opportunities.
- Looking for a genuine long-term career home where they can make a lasting impact.
What's on Offer?
- Employed or self-employed options available.
- A bespoke remuneration package built around the successful individual.
- Competitive salary and bonus structure for employed advisers.
- Attractive fee split and flexibility for self-employed advisers.
- Access to existing clients and qualified leads.
- Full paraplanning and administrative support.
- Strong operational and compliance infrastructure.
- Modern systems and technology.
- The opportunity to join a respected and growing business with an excellent reputation in the local market.
- A welcoming, close-knit, family-orientated culture where your contribution is genuinely valued.
The Ideal Candidate
This role would suit an experienced Financial Adviser who has built a loyal client following and is looking for an environment where they can continue to grow whilst receiving the support, flexibility, and recognition they deserve.
E M Gray & Co Ltd is seeking someone who combines strong technical ability with the right attitude, values, and ambition. The successful individual will be committed to delivering outstanding client outcomes, contributing positively to the team culture, and becoming a key part of the firm's future success.
While the business can provide access to leads and existing clients, we are looking for an adviser who understands the importance of networking, relationship building, and business development. The ideal candidate will have the confidence and drive to develop their own pipeline alongside the opportunities provided by the firm, helping to grow both their personal client bank and the wider business.
This opportunity will suit a driven, entrepreneurial adviser who is passionate about doing the right thing for clients and is seeking a genuine long-term home. Cultural fit will be just as important as technical ability, and the successful individual will be someone who shares the business's values, embraces a collaborative environment, and wants to play a key role in the firm's future success.
If you are an experienced Financial Adviser looking for a long-term opportunity with a respected Belfast firm that values both its clients and its people, E M Gray & Co Ltd would welcome a confidential conversation.