Chartered Financial Planner

CF30 Consulting (Independent Recruitment Consultancy); Wilmslow; Hybrid; GBP 75,000; Full time

Job summary

A leading financial advisory firm in Alderley Edge is seeking an experienced Financial Adviser to join their practice. This role offers a competitive salary of circa £75,000 per annum, flexible working arrangements, and the opportunity for personal and professional development. The ideal candidate will demonstrate a strong record of providing holistic financial advice and possess exceptional relationship management skills.

Qualifications

• Ambitious and focused individual with a passion for financial services.
• Record of achievement in providing high-quality advice.
• Experience in a client-focused and results-oriented approach.

Responsibilities

• Provide investment and portfolio construction advice.
• Carry out ongoing investment reviews.
• Support relationships with professional partners in finance.

Skills

Relationship management

Holistic financial advice

Technical financial expertise

Education

Diploma or Chartered qualification

Job description

Bond Recruitment is working exclusively with a leading North West based Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Financial Adviser to join their successful practice.

Our client's prestigious office is located in Alderley Edge and the opportunity benefits from flexible working, the support of a well-established client base plus a full benefits package, including a basic salary circa £75,000 pa.

This is a great opportunity to take your career to the next level within a very successful IFA practice.
The practice is very supportive of personal and professional development and flexible when it comes to hybrid working.
The practice is committed to providing new and existing clients with exceptional service and your role will include providing advice to clients in the following areas:

• Investment and portfolio construction
• Cashflow planning and modelling
• Pension and retirement planning
• Inheritance tax and estate planning
• Business investment and protection
• Capital protection
• Life planning and goal setting

You will also be responsible for carrying out ongoing investment reviews, regularly assessing progress towards and achievement of goals, and supporting their relationship with our professional partners across legal, tax, probate and accountancy disciplines.

About you

You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients.
You will have exceptional relationship management skills and you will be a technically strong Diploma/Chartered qualified Adviser.
As a career Adviser, you will appreciate the benefits of a collaborative approach and your business interactions are client-focused and results‑orientated. You will be experienced in providing "holistic financial advice" to personal and corporate clients.