Financial Advisor

Service Care Solutions; England; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

£250 referral bonus

Job summary

A leading nationwide Independent Financial Advisory firm is looking for an experienced Financial Adviser to join their growing team in Cheshire. This hybrid role offers immediate client engagement and emphasizes professional development and collaborative culture. The ideal candidate will be fully qualified, with a Level 4 Diploma, and have experience in delivering high-quality financial advice. Join a firm dedicated to sustainable growth while delivering exceptional client outcomes.

Qualifications

• Experience delivering independent financial advice in a regulated environment.
• Strong client relationship management and communication skills.
• High standards of professionalism and integrity.
• High standards of professionalism, integrity and ethics.
• Experience managing or developing an existing client bank.
• Proficient with financial planning and cashflow modelling tools.

Responsibilities

• Provide high-quality independent financial planning advice to clients.
• Develop and maintain long-term client relationships.
• Deliver advice across a broad range of financial planning areas.
• Build relationships through professional networks, referrals, and digital platforms where appropriate.
• Work collaboratively with paraplanners, administrators, and colleagues to ensure consistent client service delivery.
• Contribute positively to the firm’s culture, values, and community-focused initiatives.

Skills

Client relationship management

Communication skills

Ethical conduct

Confidence using financial planning tools

Ethical conduct

Education

Fully qualified Financial Adviser (Level 4 Diploma)

Tools

Financial planning tools

Cashflow modelling tools

Job description

Start Date: ASAP

Contact: [e-mail]

*Hybrid Working*

Job Description

Service Care Solutions are recruiting on behalf of a leading nationwide Independent Financial Advisory firm for an experienced Financial Adviser to join their growing team in Cheshire. This is an opportunity to join a firm focused on long-term financial planning rather than product-led sales, delivering high-quality, bespoke advice to individuals, families, and businesses.

The role provides access to an existing client bank, enabling immediate client engagement while supporting sustainable growth. The firm places strong emphasis on culture, collaboration, and professional development, offering advisers the tools, autonomy, and support required to deliver exceptional client outcomes.

Key Responsibilities

• Provide high-quality independent financial planning advice to clients, aligned with regulatory and conduct requirements.
• Develop and maintain long-term client relationships, supporting clients in achieving their financial objectives.
• Deliver advice across a broad range of financial planning areas, supported by leading planning and administration tools.
• Build relationships through professional networks, referrals, and digital platforms where appropriate.
• Work collaboratively with paraplanners, administrators, and colleagues to ensure consistent client service delivery.
• Contribute positively to the firm’s culture, values, and community-focused initiatives.

Candidate Criteria

• Fully qualified Financial Adviser (Level 4 Diploma minimum).
• Experience delivering independent financial advice in a regulated environment.
• Strong client relationship management and communication skills.
• High standards of professionalism, integrity, and ethical conduct.
• Experience managing or developing an existing client bank.
• Confidence using financial planning and cashflow modelling tools.

If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on 01772 208969 or email [e-mail]

Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.