Financial Advisor

Planned Future; Chester; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Company pension

Life insurance

Private medical insurance

Private dental insurance

Job summary

A growing financial advisory firm in Chester seeks a Financial Advisor to deliver webinars and provide comprehensive financial planning. The role offers a hybrid work environment with a focus on inbound leads from seminars. Ideal candidates will be Level 4 Diploma qualified, with strong presentation and communication skills. The position offers a quarterly bonus structure and various benefits including a pension and medical insurance.

Qualifications

• Confident presenter with strong communication and client-winning skills.
• Experience of public-sector DB schemes is an advantage.
• Proven new-business production and consistent conversion from seminars/webinars.

Responsibilities

• Deliver pre-arranged webinars and occasional in-person seminars.
• Run online first meetings and convert enquiries into ongoing advice relationships.
• Provide full financial planning across pensions, investments and protection.

Skills

Confident presenter

Strong communication skills

Client-winning skills

Organised

Education

Level 4 Diploma qualified

Job description

This range is provided by Planned Future. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

The firm

A new directly authorised advice business partnered with a B-Corp workplace-education provider running 150–170 employer sessions a year. You’ll present selected sessions and convert inbound enquiries into long-term clients. No cold prospecting.

The opportunity

• Employed adviser, hybrid working with a Chester base
• Inbound lead flow from regular employer webinars and seminars
• Webinar-first delivery with minimal travel
• Clear progression with mentoring and succession potential

What you’ll do

• Deliver pre-arranged webinars and occasional in-person seminars
• Run online first meetings and convert enquiries into ongoing advice relationships
• Provide full financial planning across pensions, investments and protection
• Manage a pipeline, issue recommendations, and follow through to completion
• Work with paraplanning, admin and compliance to high standards of advice and Consumer Duty

About you

• Level 4 Diploma qualified; progress toward Chartered welcomed
• Confident presenter with strong communication and client-winning skills
• Experience of public-sector DB schemes an advantage (Teachers, LGPS, Civil Service, USS)
• Proven new-business production and consistent conversion from seminars/webinars
• Organised, ethical, and comfortable with targets and remote delivery

Salary, bonus and benefits

• Quarterly bonus: 10k per quarter validation then 25% on revenue above threshold
• Benefits: company pension, life insurance, private medical insurance, private dental insurance
• Working pattern: hybrid, Monday to Friday, webinar-first so limited travel
• Support: training and presentation decks provided, steady inbound pipeline, modern tools

Location

• Hybrid with a Chester office anchor 1 day a week
• Occasional trips for live seminars or team days; most client meetings by video

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Strategy/Planning and Sales

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