Financial Advisor
Financial Advisor Independent Financial Planning Firm Up to £60,000 Basic + £70,000-£80,000 OTE Hybrid Working (Upon Request) Are you an experienced (Level 4 Diploma) Financial Advisor looking to join a well-established independent financial planning firm with strong client flow and full support?We''re recruiting for a Financial Advisor to join a respected and independent financial planning business based in Cheshire. This is an excellent opportunity to manage an existing client bank while also building and developing your own relationships through leads provided by the business.This role would suit a qualified and client-focused financial professional who is confident delivering tailored advice, growing long-term client relationships, and working within a supportive, structured environment.The RoleAs a Financial Advisor, you will:Manage and service an existing client bank while developing new client relationshipsBuild and grow your own portfolio using leads provided by the businessConduct detailed fact-finding and analyse client''s financial informationPrepare and present tailored financial recommendationsLiaise with internal paraplanning and administrative teams to support client outcomesResearch product providers and recommend suitable solutionsMaintain and develop long-term client relationshipsMaximise opportunities to grow and retain the client bankFinancial Advisor Requirements:Level 4 Diploma in Financial Planning (minimum qualified advisor status)Previous experience ..... full job details .....
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