Financial Advisor (IFA)
Financial Advisor(IFA) Chester and 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 ..... full job details .....
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