Job Description

The opportunity

You will provide holistic financial planning and wealth management advice, tailored to each client's unique needs and life goals. You will deliver a cohesive and highly personalised service that prioritises clients' long-term financial wellbeing.

This is a key client-facing role for a professional who is both technically skilled and relationship-oriented.

You will be comfortable meeting with clients face to face and online, liaising with providers and work colleagues, be technically advanced and have a real desire to deliver excellent client outcomes whilst also pursuing your own career objectives.

The benefits

Competitive base salary of up to 70,000 Existing client bank with ongoing fee structure - OTE 120,000+ (No cap) Full administrative and paraplanning support. Support towards Chartered or Fellowship status. Opportunity to work with a leading national firm, within a respected network in holistic financial planning. Discretionary benefits, pension contributions, and flexible/hybrid working arrangements. A supportive, collaborative high-performance work environment. Ongoing opportunities for training and professional development.

Key Responsibilities

Deliver tailored advice on investments, EIS, VCT, pensions, IHT planning, protection, estate planning, and broader wealth strategies. Manage and grow a portfolio of clients, building deep, long-term relationships. Conduct detailed fact-finding and cashflow modelling to understand clients' current position and future goals. Collaborate with our client support team, product providers and other professionals to develop and implement financial plans. Maintain full compliance with FCA regulations and internal governance procedures. Actively contribute to firm-wide goals, including cross-referrals, knowledge sharing, and client service excellence. Engage in business development, client referrals, and professional networking as appropriate.

What will you need to succeed?

4+ years Proven experience advising clients in a regulated financial services environment. Level 4 Diploma in Regulated Financial Planning (CII or equivalent) Experience in EIS/VCT, IHT, and Estate Planning Current Statement of Professional Standing (SPS). Demonstrated success working with complex financial planning cases across a variety of clients Strong technical knowledge across pensions, investments, tax planning, and estate planning. Excellent interpersonal, listening, and relationship management skills. Strong ethics and client-first mindset; comfortable working in a fee-based, consultative environment. Proficient in Microsoft Office Suite; experience with CRM, FE analytics, cashflow modelling software.

Why us?

Milecross Financial was established in 2005 in Newtownards, County Down. Since then it has grown into one of the largest financial advice practices in the UK with a multitude of advisers working from branches and offices throughout Northern Ireland, Scotland & England.



For almost 20 years, they have been helping clients make informed financial decisions, during both good times and challenging times.



They provide an ethical, transparent and friendly service on a face to face, telephony or online basis. Whether it's first home advice, protecting what matters, saving for your children's future, or looking forward to your retirement, they can help you plan ahead.



Their philosophy is to build long term relationships based on mutual openness and trust that reassures you of our commitment to excellent customer outcomes. They look at your current financial circumstances and align this with your objectives providing a bespoke package that will evolve throughout your life.



Their approach focuses on making a difference, rather than just being about money.