Financial Advisor (IFA) in Chester
Financial Advisor (IFA)

Financial Advisor (IFA) in Chester

Chester Full-Time 44000 - 66000 £ / year (est.) 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 in-house support.
  • Benefits: Competitive salary, flexible employment options, and bonus structure.
  • Why this job: Join a supportive team and grow your own portfolio in a dynamic environment.
  • Qualifications: Diploma qualified with proven experience as a Financial Adviser.
  • Other info: Immediate start available with excellent career growth opportunities.

The predicted salary is between 44000 - 66000 £ 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

  • 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

  • A GBP 55,000 salary with OTE A GBP 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 Chester employer: TipTopJob

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 and flexible employment options, you will have the opportunity to grow your portfolio while receiving comprehensive administrative support, ensuring you can focus on delivering exceptional financial guidance. This role not only offers immediate earning potential but also a pathway for professional development within a thriving community.
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Contact Detail:

TipTopJob Recruiting Team

StudySmarter Expert Advice 🤫

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

✨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. We want to see your passion for providing top-notch advice!

✨Be Ready for the Interview

Prepare for common interview questions related to financial advising. Think about how you would approach client scenarios and be ready to discuss your strategies. Confidence is key, so practice makes perfect!

✨Apply Through Our Website

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented Financial Advisors like you to join our team.

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

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

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in providing holistic financial advice and any relevant qualifications. We want to see how your skills match what we're looking for!

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 you can contribute to our team. Keep it concise but engaging – we love a good story!

Showcase Your Communication Skills: As a Financial Advisor, strong communication is key. In your application, demonstrate your ability to build relationships and convey complex information clearly. We’re all about client-focused approaches here at StudySmarter!

Apply Through Our Website: We encourage you to apply 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. Plus, it’s super easy!

How to prepare for a job interview at TipTopJob

✨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.

✨Demonstrate Relationship Building

Prepare examples of how you've built long-term relationships with clients. Think about times when you went above and beyond to meet their needs, as this will show your commitment to client satisfaction.

✨Be Ready for Compliance Questions

Since maintaining FCA compliance is crucial, be prepared to discuss how you ensure compliance in your work. Familiarise yourself with relevant regulations and be ready to share your approach to record-keeping and disclosure.

Financial Advisor (IFA) in Chester
TipTopJob
Location: Chester

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