Chartered Financial Advisor

KPI Recruiting; 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

Chartered Financial Adviser

Chester

Excellent Salary + Bonus (DOE)

About the Opportunity

Our client is seeking an experienced, client-focused Chartered Financial Adviser to join their growing team. This is an excellent opportunity for an adviser who enjoys building long-term relationships, delivering holistic financial planning advice, and managing an established portfolio of clients within a highly professional and collaborative environment.

The successful candidate will inherit an existing client bank, ensuring continuity of service while identifying opportunities to deepen client relationships and contribute to the ongoing growth of the practice.

Key Responsibilities

• Manage and develop an established portfolio of clients, providing ongoing financial planning advice and support.
• Build trusted, long-term relationships through exceptional client service and regular communication.
• Lead clients through the full advice process, including fact-finding, recommendations, implementation, and review meetings.
• Produce high-quality, compliant, and well-documented financial advice.
• Work closely with paraplanners, administrators, and professional colleagues to deliver a seamless client experience.
• Develop and maintain relationships with solicitors, accountants, and other professional introducers.
• Identify opportunities for business growth through networking and existing professional connections.
• Ensure all advice and client interactions meet FCA regulations and internal compliance standards.
• Maintain accurate client records and robust audit trails at all times.

Candidate Requirements

The ideal candidate will:

• Be an experienced Financial Adviser with a strong track record of building and retaining client relationships.
• Hold Chartered Financial Planner status or be actively working towards Chartered status.
• Possess excellent technical knowledge across a broad range of financial planning disciplines.
• Have experience inheriting and successfully managing an existing client portfolio.
• Demonstrate outstanding interpersonal and relationship-building skills.
• Be confident working alongside solicitors, accountants, and other professional advisers.
• Have a thorough understanding of FCA regulations, suitability requirements, and Treating Customers Fairly principles.
• Be highly organised with the ability to manage multiple priorities effectively.
• Be proficient with CRM systems, cashflow modelling software, portfolio analysis tools, and adviser technology.
• Hold a full UK driving licence and be willing to travel to client meetings and regional offices when required.

Personal Attributes

• Professional, approachable, and personable.
• Client-focused, empathetic, and trustworthy.
• Commercially aware, with the ability to identify sustainable growth opportunities.
• Adaptable, collaborative, and a positive team player.
• Organised, dependable, and committed to delivering exceptional client outcomes.
• A strong communicator who can explain complex financial matters clearly and confidently.

Desirable Experience

• Estate Planning
• Trust Planning
• Later Life Planning
• Care Fee Planning
• Probate Financial Planning
• Property-Related Financial Matters

What's on Offer?

• Highly competitive salary and bonus structure (DOE)
• Access to high-quality client referrals
• Clear career progression opportunities
• Ongoing professional development and support
• 27.5 days annual leave plus Bank Holidays
• Collaborative working environment alongside legal, accounting, and financial planning professionals