Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide holistic financial advice and build long-term client relationships.
- Company: Established IFA business with strong support and existing client base.
- Benefits: Competitive salary, flexible employment options, and bonus structure.
- Why this job: Join a supportive team and make a real impact in clients' financial lives.
- Qualifications: Diploma qualified with proven experience as a Financial Adviser.
- Other info: Immediate start available with excellent growth opportunities.
The predicted salary is between 55000 - 60000 £ per year.
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. 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 Role
You’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 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.
Financial Advisor (IFA) in Ellesmere Port employer: Equals One Ltd
Contact Detail:
Equals One Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (IFA) in Ellesmere Port
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local finance events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Advisor gig.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience and qualifications. Share specific examples of how you've helped clients achieve their financial goals. This will show them you're the real deal!
✨Be Ready for Interviews
Prepare for interviews by brushing up on common questions and thinking about how you can demonstrate your expertise. Practice makes perfect, so consider doing mock interviews with friends or colleagues to build your confidence.
✨Apply Through Our Website
Don't forget to check out our website for the latest job openings! Applying directly through us not only gives you a better chance but also keeps you in the loop about any updates or opportunities that come up.
We think you need these skills to ace Financial Advisor (IFA) in Ellesmere Port
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your relevant experience, especially in providing holistic financial advice and building client relationships. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how your skills align with our needs. We love seeing genuine enthusiasm for the role and the company.
Showcase Your Qualifications: Don’t forget to mention your qualifications, especially your Diploma and any other relevant certifications. If you have Chartered status, make sure to highlight that too! We appreciate candidates who are committed to their professional development.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Let’s get started on this journey together!
How to prepare for a job interview at Equals One Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments, pensions, and tax planning. Be ready to discuss specific strategies you've used in the past and how they benefited your clients.
✨Showcase Your Communication Skills
As a Financial Advisor, strong communication is key. Practice explaining complex financial concepts in simple terms. You might even want to role-play with a friend to get comfortable with this.
✨Prepare Questions for Them
Think of insightful questions to ask about the company and its client base. This shows you're genuinely interested and helps you assess if it's the right fit for you.
✨Demonstrate Relationship-Building Skills
Be ready to share examples of how you've built long-term relationships with clients. Highlight your approach to understanding their needs and adapting your advice as their circumstances change.
