Holistic Financial Adviser (Hybrid Role)

Bond Recruitment Ltd; Chester; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A leading financial advisory firm in Chester is seeking an experienced Independent Financial Adviser to join their successful team. This role offers an exciting opportunity to advance your career in a supportive environment that values personal development and provides flexible hybrid working. You will deliver high-quality financial advice in areas such as investment, pension planning, and cash flow management while nurturing client relationships. The ideal candidate will be a Diploma or Chartered qualified Adviser with a passion for financial services.

Qualifications

• Record of achievement in providing high-quality advice and service to clients.
• Passion for financial services as a long-term career.
• Amicable and focused individual with a collaborative approach.

Responsibilities

• Provide advice on investment and portfolio construction.
• Conduct ongoing investment reviews and client relationship assessments.
• Support relationships with professional partners in legal, tax, and accountancy.

Skills

Exceptional relationship management skills

Holistic financial advice

Technical strength in financial services

Education

Diploma/Chartered qualified Adviser

Job description

A leading financial advisory firm in Chester is seeking an experienced Independent Financial Adviser to join their successful team. This role offers an exciting opportunity to advance your career in a supportive environment that values personal development and provides flexible hybrid working. You will deliver high-quality financial advice in areas such as investment, pension planning, and cash flow management while nurturing client relationships. The ideal candidate will be a Diploma or Chartered qualified Adviser with a passion for financial services.