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 tailored bonuses.
- Why this job: Join a supportive firm 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.
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 employer: Firestar Consulting
Contact Detail:
Firestar Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor IFA
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial advice. This not only demonstrates your knowledge but also helps you stand out to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend role-playing with a friend or using mock interview tools to boost your confidence and polish your responses.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who want to make a difference in the financial world.
We think you need these skills to ace Financial Advisor IFA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your qualifications, especially if you have a Diploma or any relevant certifications, and showcase your experience in the UK market.
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 background makes you a great fit for our team. Don’t forget to mention your client relationship skills!
Showcase Your Communication Skills: As a Financial Advisor, strong communication is key. In your application, demonstrate your ability to convey complex information clearly and effectively. This could be through examples of past client interactions or presentations you've delivered.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications 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. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Showcase Your Experience
Prepare specific examples from your past work as a Financial Advisor. Highlight how you've successfully built client relationships and delivered tailored advice. This will demonstrate your ability to thrive in a client-focused environment.
✨Ask Insightful Questions
Come prepared with questions about the company’s approach to client management and support. This shows your genuine interest in the role and helps you assess if the company aligns with your values.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. Building long-term relationships is crucial in this role, so showing your authentic self can help establish rapport with your interviewers.