Hybrid Financial Advisor - Grow Your Own Client Portfolio

Gcb; Chester; Hybrid; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Hybrid working option

Office-based role with hybrid option

Self-employed arrangement if preferred

Full admin and paraplanning support

Existing client bank provided

Job summary

Gcb, a well‑established independent financial planning firm in Cheshire, is seeking an experienced Financial Advisor to manage an existing client bank and develop new relationships using provided leads. You will deliver tailored advice and build long‑term client relationships within a supportive environment.

The role offers a up to £60,000 basic salary, full admin and paraplanning support, and hybrid/office-based working options, with a potential self‑employed arrangement if preferred.

Qualifications

• Must hold Level 4 Diploma in Financial Planning.
• Experience in a Financial Advisor role servicing clients.
• Strong communication and relationship-building skills.
• Ability to analyse financial information and present clear recommendations.
• Strong organisational skills and attention to detail.
• Client-focused and commercially aware approach.

Responsibilities

• Manage and service an existing client bank while developing new client relationships.
• Build and grow your own portfolio using leads provided by the business.
• Conduct detailed fact-finding and analyse client's financial information.
• Prepare and present tailored financial recommendations.
• Liaise with internal paraplanning and administrative teams to support client outcomes.
• Research product providers and recommend suitable solutions.
• Maintain and develop long-term client relationships.
• Maximise opportunities to grow and retain the client bank.

Skills

Client relationship management

Communication skills

Analytical thinking

Organisational skills

Commercial awareness

Experience in financial advisory

Education

Level 4 Diploma in Financial Planning

Job description

Gcb, a well‑established independent financial planning firm in Cheshire, is seeking an experienced Financial Advisor to manage an existing client bank and develop new relationships using provided leads. You will deliver tailored advice and build long‑term client relationships within a supportive environment.

The role offers a up to £60,000 basic salary, full admin and paraplanning support, and hybrid/office-based working options, with a potential self‑employed arrangement if preferred.