Independent Financial Adviser
Job in
Chester, Cheshire, CH1, England, UK
Listed on 2026-06-26
Listing for:
Asset Recruit
Contract
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Job Overview
Our client is currently the fastest growing wealth management brand in the UK and has over £10bn in client assets held under management from over 17,000 clients.
Client bank is provided by the firm, but the successful advisers will be expected to self-generate new clients from their own sources/introducers.
Responsibilities- Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
- Assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan
- Make recommendations to clients that meet their goals and ambitions
- Cultivate the client base and build relationships
- Keep abreast of new industry developments and research the market to ensure that knowledge is current
- Keep up to date with financial products and legislation and comply with all industry rules and regulations
- Minimum Level 4 Diploma in Financial Planning
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