Independent Financial Advisor

Recruit UK | Certified B Corp™; Chester; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a skilled Financial Adviser to join their reputable team in Chester. This role offers the chance to work with high-quality leads and develop your own client base while providing holistic financial advice across investments, pensions, and protection. With a competitive salary and fantastic bonus structure, this opportunity is perfect for someone looking to make a significant impact in the financial services sector. Join a supportive environment that values your growth and offers ongoing professional development.

Benefits

Private Medical Insurance

Exam and Study Support

22 Days Holiday plus Bank Holidays

Administration and Paraplanning Support

Structured Salary Progression

Qualifications

• Experience as a Financial Adviser in an IFA/Wealth Management company.
• Strong skills in converting leads and building client relationships.

Responsibilities

• Convert high volume of warm leads into long-term clients.
• Deliver holistic advice on investments, pensions, and protection.

Skills

Holistic Financial Planning

Business Development

Rapport Building

Job description

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Business Development Manager and Principal Consultant – Midlands and the North at Recruit UK - Financial Services Recruitment Specialists - |…

Job Title: Financial Adviser

Location: Chester

Job Reference: 9606

Job Description:

Recruit UK are currently seeking an experienced and motivated Financial Adviser to join our reputable client, a financial planning company based in Chester. This role is ideal for someone with a strong background in holistic financial planning, who enjoys working with high-quality leads and is confident in their ability to convert opportunities into long-term relationships. Please note we are not currently considering trainee applicants.

What you’ll be doing:

• Converting a high volume of warm leads
• Delivering holistic advice across investments, pensions, and protection
• Developing your own client base, with additional bonus opportunities for self-generated business

What’s in it for you:

• Salaries up to £60,000 (negotiable dependent on experience
• Fantastic bonus structure
• Administration and paraplanning support
• Structured salary progression through internal development pathways
• Private medical insurance
• Exam and study support to help with continued qualifications
• 22 days holiday plus bank holidays, increasing with time served
• Support with parking nearby the office

Skills and experience required:

• Previous experience as a Financial Adviser in an IFA/Wealth Management company
• Strong business development and rapport building skills

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based in Chester on a Financial Adviser role.

Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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