Independent Financial Adviser

Bond Recruitment Ltd; Chester; Hybride; GBP 50 000 - 75 000; Plein temps

Avantages offerts par ce poste

Hybrid working

Résumé du poste

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.

Responsabilités

• 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.
• Address inheritance tax and estate planning considerations.
• Advise on business investment and protection, capital protection, and life planning.

Connaissances

Exceptional relationship management skills

Holistic financial advice

Technical strength in financial services

Financial services knowledge

Formation

Diploma/Chartered qualified Adviser

Description du poste

About the job Independent Financial Adviser

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

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.