Chartered Financial Adviser - Inherited Client Portfolio

KPI Recruiting Ltd; Chester; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Excellent salary

Bonus structure (DOE)

High-quality client referrals

Career progression opportunities

Professional development support

27.5 days annual leave + Bank Holidays

Collaborative environment

Job summary

KPI Recruiting Ltd in Chester is partnering with a local financial practice to recruit a Chartered Financial Adviser. You will inherit an established client bank, delivering holistic financial planning and ensuring high-quality, compliant advice.

You will collaborate with paraplanners and other professionals, travel to client meetings as required, and work towards Chartered status while driving growth through excellent service.

Qualifications

• Experienced Financial Adviser with a proven track record in client management.
• Chartered status or working towards Chartered status.
• Strong knowledge across a broad range of financial planning disciplines.
• Experience inheriting and managing an existing client portfolio.
• Excellent interpersonal and relationship-building skills.
• Able to work with solicitors, accountants and professional advisers.
• Solid understanding of FCA regulations and Treating Customers Fairly.
• Organised with ability to manage multiple priorities.

Responsibilities

• Manage and develop an established portfolio of clients, providing ongoing financial planning advice.
• Build trusted, long-term relationships through exceptional client service.
• Lead clients through the full advice process from fact-finding to review meetings.
• Produce high-quality, compliant, well-documented advice.
• Collaborate with paraplanners, administrators and colleagues for a seamless client experience.
• Develop relationships with solicitors and accountants to generate referrals.
• Identify opportunities for business growth through networking.
• Ensure all advice complies with FCA regulations and internal standards.
• Maintain accurate client records and audit trails.

Skills

Chartered Financial Planner

Client relationship management

Financial planning

FCA regulations

Interpersonal skills

Team collaboration

Education

Chartered Financial Planner status

Tools

CRM systems

Cashflow modelling software

Portfolio analysis tools

Adviser technology

Job description

KPI Recruiting Ltd in Chester is partnering with a local financial practice to recruit a Chartered Financial Adviser. You will inherit an established client bank, delivering holistic financial planning and ensuring high-quality, compliant advice.

You will collaborate with paraplanners and other professionals, travel to client meetings as required, and work towards Chartered status while driving growth through excellent service.