Independent Financial Adviser (IFA)

TN United Kingdom; Chester; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is looking for a dedicated adviser to create meaningful client connections and guide entrepreneurs in their financial decisions. This role emphasizes a holistic approach that integrates financial planning with legal expertise, ensuring clients receive comprehensive support tailored to their personal and business needs. You'll benefit from a warm pipeline, strong administrative support, and a flexible working environment that prioritizes work-life balance. If you believe in understanding people first, this is your chance to help clients navigate their financial journeys with confidence.

Benefits

Flexible working hours

Strong admin support

Work-life balance emphasis

Qualifications

• Experience advising business owners on personal finance.
• Natural relationship builder with a proactive and ethical approach.

Responsibilities

• Guide clients toward financial decisions that support their lifestyle.
• Collaborate with legal teams to provide comprehensive support.

Skills

Client Relationship Building

Financial Advising

Collaboration with Legal Teams

Proactive Communication

Ethical Guidance

Job description

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Client:

Newton Colmore Consulting Ltd

Location:

Chester, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

7e337ff296d7

Job Views:

14

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision.

The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof. They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions.

What they're looking for:

• Experience advising business owners and professionals on personal finance
• A natural relationship builder who is proactive, thoughtful and ethical
• Someone who listens deeply and guides clients with clarity and care
• A collaborative mindset - you will work closely with our legal teams

What you'll get:

• A warm pipeline and strong admin support
• Flexible working with a strong emphasis on work-life balance
• The chance to be part of a joined-up legal and financial planning business

Why Join

As an IFA with the company, you'll have the unique opportunity to develop meaningful client relationships while having the backing of an established professional services team. Your expertise will help clients navigate their financial journey with confidence, creating strategies that align with their values and goals.

We believe that exceptional financial advice comes from understanding people first and numbers second. If you share this philosophy and want to work in an environment that values both professional excellence and personal wellbeing, we invite you to apply.

To apply, please send your CV and a brief cover letter explaining why you're interested in joining our team.

For more information, please contact Andrew Welsh, Director of Medical Devices recruitment at Newton Colmore Consulting, on [phone] or submit your application and a team member will be in touch.