Independent Financial Adviser

First Equitable; Liverpool City Region; Hybrid; GBP 50,000 - 150,000; Full time

Job summary

A leading financial advisory firm in Liverpool seeks an Independent Financial Adviser to provide tailored financial advice. This role offers uncapped earning potential, flexible working options, and opportunities for professional development. Ideal candidates are motivated, client-focused, and eager to grow within the company.

Benefits

Uncapped earning potential

Flexible working (office-based or hybrid)

Study costs covered for professional qualifications

Long-term leadership opportunities

Supportive and dynamic team culture

Qualifications

• Minimum Diploma Level 4 qualified and actively working toward Chartered status.
• Proven track record in delivering outstanding client service.

Responsibilities

• Provide tailored advice on investments, pensions, protection, tax planning, and estate planning.
• Build and maintain long-term client relationships.
• Manage your diary, workflow, and business development activities.

Skills

Communication

Client Service

Attention to Detail

Education

Diploma Level 4

Chartered Financial Planner (Level 6)

Job description

We are looking for an exceptional and self-motivated individual to join our team as we embark on an exciting period of growth. The opportunity offers the right candidate outstanding career potential as the founder and principal financial adviser will be adjusting their role to spend more time developing the expansion of the business into new areas.

Independent Financial Adviser
Liverpool, Merseyside (Office-based or hybrid work from home)

• Full time, permanent
• £50,000 - £150,000 + OTE (Uncapped)
• Ideally self employed with uncapped earning potential (salary plus fee split option available for the right candidate)

Please Note: Applicants must be authorised to work in the UK

First Equitable is an ambitious and expanding financial advisory firm, driven by the vision of delivering outstanding financial solutions tailored to each client. As we enter an exciting phase of growth, the founder and principal adviser will focus on expanding the business into new areas, creating a fantastic opportunity for a talented and driven individual to join us, take advantage of a steady flow of leads, and potentially step into a key leadership role in the future.

The Role

As an Independent Financial Adviser, you’ll offer bespoke, ethical financial advice across a broad range of services, helping clients secure their financial futures.

Key Responsibilities:

• Provide tailored advice on investments, pensions, protection, tax planning, and estate planning
• Build and maintain long-term client relationships
• Analyse client information and collaborate with internal teams to prepare suitability reports
• Manage your diary, workflow, and business development activities
• Stay updated on financial products, legislation, and maintain strong technical knowledge

Benefits:

We believe in investing in our people. You’ll enjoy comprehensive support, an ongoing supply of leads, and outstanding career potential in a collaborative and forward-thinking environment.

• Uncapped earning potential
• Flexible working (office-based or hybrid)
• Study costs covered for professional qualifications
• Long-term leadership opportunities
• Supportive and dynamic team culture

The Ideal Candidate:

We’re looking for a motivated, entrepreneurial professional who thrives on delivering exceptional client service and is eager to play a meaningful role in a growing business. About you:

• Chartered Financial Planner (Level 6) preferred; minimum Diploma Level 4 qualified and actively working toward Chartered status (study costs covered)
• Proven track record in delivering outstanding client service
• Excellent communication skills, both written and spoken
• Tech-savvy with keen attention to detail
• Reliable, self-motivated, and able to work independently with an entrepreneurial mindset

Don’t miss this chance to elevate your career and shape the future with us!

How to apply for the role:

If you have the skills and experience required for this position, click “apply” today and check your inbox for an email providing more information on how to complete your application and provide any other supporting documents.

You must be authorised to work in the UK. No agencies please.

Other suitable skills and experience include Wealth Manager, Financial Consultant, Investment Adviser, Pension Adviser, Financial Planner, Private Client Adviser, Financial Services Consultant, Portfolio Manager, Estate Planning Adviser, Tax Adviser