Financial Planning Consultant

Description

Financial Planning Consultant

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 objectivesDesigning bespoke financial plans and strategiesCompleting risk assessments and suitability reportsResearching products and solutions across the whole of marketSupporting clients as their needs and circumstances changeMaintaining full FCA compliance, disclosure and record-keeping standardsLiaising 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 marketStrong communication, organisational and relationship-building skillsSelf-motivated, professional and confident working independentlyComfortable 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 availableEmployed or self-employed optionsExisting client base and full admin/paraplanning supportBonus structure and benefits tailored to experience and qualificationsOpportunity 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.

INDHS

Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

Ad ID: 5418202328