Financial Advisor (IFA) in Conwy

Financial Advisor (IFA) in Conwy

Conwy Full-Time 55000 £ / year No home office possible
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At a Glance

  • Tasks: Provide holistic financial advice and build long-term client relationships.
  • Company: Established IFA business with strong support and existing clients.
  • 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 in the UK market.
  • Other info: Immediate start available with excellent growth opportunities.

Make sure to apply quickly in order to maximise your chances of being considered for an interview. Read the complete job description below.

Chester & North Wales | Immediate Start

Salary: £55,000 basic - OTE: £60,000+

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. 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 Conwy employer: Firestar Consulting

Join a well-established IFA business in Chester and North Wales, where you will benefit from a supportive work culture that prioritises client relationships and quality advice. With a competitive salary, flexible employment options, and opportunities for professional growth, this role allows you to focus on delivering exceptional financial guidance while being backed by experienced paraplanners and administrators. Embrace the chance to develop your own portfolio in a thriving environment that values your expertise and independence.
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Contact Detail:

Firestar Consulting Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Advisor (IFA) in Conwy

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions so you can showcase your skills confidently.

✨Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to highlight why you're the perfect fit.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Advisor role, and applying directly can sometimes give you an edge over other candidates.

We think you need these skills to ace Financial Advisor (IFA) in Conwy

Holistic Financial Advice
Investment Knowledge
Pension Planning
Tax Planning
Protection Solutions
Client Relationship Management
Risk Assessment
Suitability Reporting
Market Research
FCA Compliance
Communication Skills
Organisational Skills
Self-Motivation
Independent Working

Some tips for your application 🫡

Get to Know Us: Before you start your application, take a moment to familiarise yourself with our company culture and values. This will help you tailor your application to show how you fit in with what we’re all about.

Tailor Your CV: Make sure your CV highlights your relevant experience as a Financial Advisor. Use keywords from the job description to demonstrate that you’ve got the skills we’re looking for. 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! Share your passion for financial advising and explain why you’re excited about this opportunity with us. Keep it concise but impactful – we love a good story!

Apply Through Our Website: To maximise your chances of being considered, make sure to apply directly through our website. It’s the quickest way for us to receive your application and get the ball rolling on your potential new role!

How to prepare for a job interview at Firestar Consulting

✨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. During the interview, demonstrate your ability to build rapport and trust with potential clients.

✨Prepare for Scenario Questions

Expect questions that ask how you would handle specific client situations. Think of examples from your experience where you successfully navigated challenges or provided tailored advice. This shows your problem-solving skills and client focus.

✨Understand the Company Culture

Research the IFA business you're interviewing with. Understand their values and approach to client relationships. Tailor your answers to reflect how you align with their culture and how you can contribute to their growth.

Financial Advisor (IFA) in Conwy
Firestar Consulting
Location: Conwy

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