Financial Planning Consultant
Chester & North Wales | Immediate Start
Salary: £55,000 basic - OTE: £60,000+
Employment Type: Employed or Self-Employed (flexible)
The Opportunity
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 tele 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.
INDHS
Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.