Financial Advisor(IFA)
Chester & North Wales | Immediate Start
Salary: £55,000 basic – OTE: £60,000+
Employment Type: Employed or Self-Employed (flexible)
The Opportunity
We are recruiting an experienced Financial Advisor to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales.
You’ll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best – advising clients and building long-term relationships.
The Role
You’ll provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time.
Key responsibilities include:
- Conducting detailed reviews of clients’ financial circumstances and objectives
- Designing bespoke financial plans and strategies
- Completing risk assessments and suitability reports
- Researching products and solutions across the whole of market
- Supporting clients as their needs and circumstances change
- Maintaining full FCA compliance, disclosure and record-keeping standards
- Liaising with providers and professional introducers where required
What we are looking for
- Diploma qualified (Chartered status desirable but not essential)
- Proven experience as a Financial Adviser within the UK market
- Strong communication, organisational and relationship-building skills
- Self-motivated, professional and confident working independently
- Comfortable working employed or self-employed (including via your own company if preferred)
What is on offer
- £55,000 salary with OTE £60,000+
- Immediate start available
- Employed or self-employed options
- Existing client base and full admin/paraplanning support
- Bonus structure and benefits tailored to experience and qualifications
- Opportunity to grow with a supportive, established firm
If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step.
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