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Financial Advisor

Job in Runcorn, Cheshire, WA7, England, UK
Listing for: Wallace Bates Limited
Full Time position
Listed on 2026-06-29
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Salary/Wage Range or Industry Benchmark: 50000 GBP Yearly GBP 50000.00 YEAR
Job Description & How to Apply Below
Our client is a national financial services provider currently undergoing a restructure and seeking an Financial Adviser in this office. The role involves providing holistic financial planning advice to existing high-net-worth private clients. The main priority for this position is to service an existing client bank and develop new business opportunities. Applicants should possess a full Financial Services Diploma Level 4 and require some relevant experience as an Independent Financial Adviser, IFA, or Bancassurance Adviser within the Financial Services sector.

This position provides comprehensive Paraplanning and Administration support, a basic salary, performance-related bonus, and benefits package. This would suit professional and proactive Independent Financial Advisers or Financial Planners with excellent interpersonal skills. Candidates who are looking for a servicing role as an Independent Financial Adviser with all leads provided would be preferred.
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