At a Glance
- Tasks: Manage existing clients and build new relationships while providing tailored financial advice.
- Company: Established independent financial planning firm with strong client flow.
- Benefits: Up to £60,000 salary, OTE of £70,000-£80,000, and hybrid working options.
- Other info: Enjoy 25 days holiday, full admin support, and excellent career growth opportunities.
- Why this job: Join a supportive team and grow your earnings with an existing client base.
- Qualifications: Level 4 Diploma in Financial Planning and previous advisory experience required.
The predicted salary is between 60000 - 80000 £ per year.
Are you an experienced (Level 4 Diploma) Financial Advisor looking to join a well-established independent financial planning firm with strong client flow and full support? We're recruiting for a Financial Advisor to join a respected and independent financial planning business based in Cheshire. This is an excellent opportunity to manage an existing client bank while also building and developing your own relationships through leads provided by the business. This role would suit a qualified and client-focused financial professional who is confident delivering tailored advice, growing long-term client relationships, and working within a supportive, structured environment.
The Role
- Manage and service an existing client bank while developing new client relationships
- Build and grow your own portfolio using leads provided by the business
- Conduct detailed fact-finding and analyse client's financial information
- Prepare and present tailored financial recommendations
- Liaise with internal paraplanning and administrative teams to support client outcomes
- Research product providers and recommend suitable solutions
- Maintain and develop long-term client relationships
- Maximise opportunities to grow and retain the client bank
Financial Advisor Requirements:
- Level 4 Diploma in Financial Planning (minimum qualified advisor status)
- Previous experience in a Financial Advisor role servicing clients
- Strong communication and relationship-building skills
- Ability to analyse financial information and present clear recommendations
- Strong organisational skills and attention to detail
- Client-focused and commercially aware approach
What's on Offer?
- Up to £60,000 basic salary
- £70,000-£80,000 OTE
- Existing clients provided
- Full admin and paraplanning support
- 25 days holiday plus bank holidays
- Full-time position
- Office-based role with hybrid working option available
- Option for self-employed arrangement if preferred
- Supportive and established independent financial planning firm
If you're an experienced Financial Advisor looking for a strong client base, excellent support, and a clear opportunity to grow your earnings, we'd love to hear from you. Apply now, and we'll review your application promptly. Suitable candidates will be contacted directly.
Financial Advisor in Ellesmere Port employer: GCB Recruitment
Join a well-established independent financial planning firm in Cheshire, where you will benefit from a strong client flow and comprehensive support. Our collaborative work culture fosters professional growth, offering you the chance to manage an existing client bank while developing new relationships, all within a structured environment that prioritises your success. With competitive earnings potential and flexible working options, this is an excellent opportunity for a qualified Financial Advisor seeking meaningful and rewarding employment.
