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Permanent

Financial Adviser IFA

Flint
money-bag 55000.00-55000.00 Annual
3067534463
Posted Today

Financial Adviser (IFA)Chester and North Wales Immediate StartSalary: £55,000 basic - OTE: £60,000+Employment Type: Employed or Self-Employed (flexible)The OpportunityWe are recruiting an experienced Financial Adviser to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales.You''ll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best - advising clients and building long-term relationships.The RoleYou''ll provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time.Key responsibilities include:Conducting detailed reviews of clients'' financial circumstances and objectivesDesigning bespoke financial plans and strategiesCompleting risk assessments and suitability reportsResearching products and solutions across the whole of marketSupporting clients as their needs and circumstances changeMaintaining full FCA compliance, disclosure and record-keeping standardsLiaising with providers and professional introducers where requiredWhat we are looking forDiploma qualified (Chartered status desirable but not essential)Proven experience as a Financial Adviser within the UK marketStrong commun

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