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Financial Advisor
Job in
Conwy, Conwy County, LL32 8DE, Wales, UK
Listed on 2026-02-17
Listing for:
Equals One Ltd
Full Time
position Listed on 2026-02-17
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Employment Type:
Employed or Self-Employed (flexible) The Opportunity We are recruiting an experienced Financial Advisor 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. Youll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best advising clients and building long-term relationships.
The Role Youll 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 objectives Designing bespoke financial plans and strategies Completing risk assessments and suitability reports Researching products and solutions across the whole of market Supporting clients as their needs and circumstances change Maintaining full FCA compliance, disclosure and record-keeping standards Liaising with providers and professional introducers where required What we are looking for Diploma qualified (Chartered status desirable but not essential) Proven experience as a Financial Adviser within the UK market Strong communication, organisational and relationship-building skills Self-motivated, professional and confident working independently Comfortable working employed or self-employed (including via your own company if preferred) What is on offer £55,000 salary with OTE £60,000 Immediate start available Employed or self-employed options Existing client base and full admin/paraplanning support Bonus structure and benefits tailored to experience and qualifications Opportunity to grow with a supportive, established firm If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step.
Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
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