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, bonus structure, and flexible employment options.
- Other info: Immediate start available with opportunities for career growth.
- 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.
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
- A £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: TipTopJob
Contact Detail:
TipTopJob Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (IFA)
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local finance groups, and connect with other professionals. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Showcase Your Expertise
Create a personal brand that highlights your skills and knowledge in financial advising. Share insights on social media or write articles about market trends. This will position you as a go-to expert and attract potential clients or employers.
✨Leverage LinkedIn
Make sure your LinkedIn profile is up to date and reflects your experience as a Financial Advisor. Connect with industry leaders and engage with their content. You never know who might be looking for someone just like you!
✨Apply Through Our Website
Don't forget to check out our website for the latest job openings! Applying directly through us not only shows your interest but also gives you a better chance of standing out in the hiring process.
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 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: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've built client relationships and delivered high-quality advice in the past. This is your chance to shine!
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application is clear and concise. Use professional language but keep it friendly – we want to see your personality come through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
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 how you've helped clients in the past and the strategies you've used. This will show that you're not just a candidate, but a knowledgeable advisor who can hit the ground running.
✨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 by engaging with the interviewer and asking insightful questions about their client base and business approach.
✨Prepare for Scenario Questions
Expect to face scenario-based questions where you'll need to outline how you'd handle specific client situations. Think of examples from your previous experience where you successfully navigated challenges or provided tailored advice. This will highlight your problem-solving skills and client-focused approach.
✨Understand the Company Culture
Research the IFA business you're interviewing with. Understand their values, client approach, and what sets them apart in Chester and North Wales. Tailor your responses to align with their culture, showing that you're not just looking for any job, but that you're genuinely interested in being part of their team.