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, bonus structure, and flexible employment options.
- 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 will 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 will 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
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, attend local events, and join relevant online groups. The more people you know, the better your chances of landing that Financial Advisor role.
✨Tip Number 2
Practice your pitch! Be ready to explain your experience and how you can add value to potential clients. A confident and clear pitch can make all the difference when you're meeting with employers or clients.
✨Tip Number 3
Showcase your expertise! Create a portfolio of your past successes and case studies. This will help you stand out as a knowledgeable Financial Advisor who can deliver results.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Don’t miss out on the chance to join a supportive team where you can thrive as a Financial Advisor.
We think you need these skills to ace Financial Advisor (IFA) in Conwy
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially if you have a Diploma or Chartered status, and showcase your proven experience as a Financial Adviser.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your strong communication and relationship-building skills, and how you can contribute to the existing client base.
Showcase Your Client-Focused Approach: Since this role is all about delivering high-quality advice, make sure to include examples of how you've successfully built long-term relationships with clients in the past. This will show us that you understand the importance of client satisfaction.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
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.
✨Highlight Your Organisational Skills
Since you'll be managing client portfolios and maintaining compliance, be prepared to discuss how you stay organised. Share tools or methods you use to keep track of client needs and ensure all documentation is up to date.