Chartered Financial Advisor

Description:

Chartered Financial Adviser

Chester

Excellent Salary + Bonus (DOE)

About the Opportunity

Our client is seeking an experienced, client-focused Chartered Financial Adviser to join their growing team. This is an excellent opportunity for an adviser who enjoys building long-term relationships, delivering holistic financial planning advice, and managing an established portfolio of clients within a highly professional and collaborative environment.

The successful candidate will inherit an existing client bank, ensuring continuity of service while identifying opportunities to deepen client relationships and contribute to the ongoing growth of the practice.

Key Responsibilities

Manage and develop an established portfolio of clients, providing ongoing financial planning advice and support.
Build trusted, long-term relationships through exceptional client service and regular communication.
Lead clients through the full advice process, including fact-finding, recommendations, implementation, and review meetings.
Produce high-quality, compliant, and well-documented financial advice.
Work closely with paraplanners, administrators, and professional colleagues to deliver a seamless client experience.
Develop and maintain relationships with solicitors, accountants, and other professional introducers.
Identify opportunities for business growth through networking and existing professional connections.
Ensure all advice and client interactions meet FCA regulations and internal compliance standards.
Maintain accurate client records and robust audit trails at all times.

Candidate Requirements

The ideal candidate will:

Be an experienced Financial Adviser with a strong track record of building and retaining client relationships.
Hold Chartered Financial Planner status or be actively working towards Chartered status.
Possess excellent technical knowledge across a broad range of financial planning disciplines.
Have experience inheriting and successfully managing an existing client portfolio.
Demonstrate outstanding interpersonal and relationship-building skills.
Be confident working alongside solicitors, accountants, and other professional advisers.
Have a thorough understanding of FCA regulations, suitability requirements, and Treating Customers Fairly principles.
Be highly organised with the ability to manage multiple priorities effectively.
Be proficient with CRM systems, cashflow modelling software, portfolio analysis tools, and adviser technology.
Hold a full UK driving licence and be willing to travel to client meetings and regional offices when required.

Personal Attributes

We're looking for someone who is:

Professional, approachable, and personable.
Client-focused, empathetic, and trustworthy.
Commercially aware, with the ability to identify sustainable growth opportunities.
Adaptable, collaborative, and a positive team player.
Organised, dependable, and committed to delivering exceptional client outcomes.
A strong communicator who can explain complex financial matters clearly and confidently.

Desirable Experience

Experience in any of the following areas would be advantageous:

Estate Planning
Trust Planning
Later Life Planning
Care Fee Planning
Probate Financial Planning
Property-Related Financial Matters

What's on Offer?

Highly competitive salary and bonus structure (DOE)
Access to high-quality client referrals
Clear career progression opportunities
Ongoing professional development and support
27.5 days annual leave plus Bank Holidays
Collaborative working environment alongside legal, accounting, and financial planning professionals

Ready to Take the Next Step?

Whether you're an ambitious Chartered Financial Adviser looking to elevate your career or an experienced professional seeking a fresh challenge, this is an outstanding opportunity to join a respected practice with an excellent reputation and established referral network.

Apply today or contact Leanne for a confidential discussion:

email : (url removed)

Telephone : (phone number removed)

INDCOM