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Financial Adviser​/IFA: Client Bank

Job in Wrexham, Wrexham County, LL13, Wales, UK
Listing for: Financial Planning Firm
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Job Description & How to Apply Below
Position: Financial Adviser / IFA: Client Bank Provided

Your new company

An excellent opportunity has arisen within a highly reputable, well-established IFA practice for a Financial Adviser to take over an existing client portfolio. Flexible working culture.

Your new role

Employed position and client-facing role providing independent advice across the full range of financial planning. Your own client bank is not a requirement as you will be provided with good clients to service which already generate good levels of recurring income. You will also have plenty of opportunities to generate new business through the firm's professional connections. Administration and paraplanning support are provided.

This is an excellent opportunity for an adviser seeking to join a well-run business with a clear vision and commitment to investing in its people for the long term.

What you'll need to succeed

Proven experience as a Financial Adviser, strong client servicing skills, networking skills, good technical knowledge particularly in investments and pensions, strong relationship-building skills, a passion for providing excellent client service, motivated and driven to ensure advice is in the client's best interests.

What you'll get in return

A highly competitive basic salary plus a bonus to financially recognise high levels of client service and new business. A 6-figure income is realistically achievable plus a good benefits package which includes support towards Chartered status if desired.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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