Independent Financial Adviser

Job Title: Independent Financial Adviser

Location: Cheshire, SK9

Salary: £70,000 - £100,000 Basic + Bonus

Reference Number: 9951

About the Role:

RecruitUK is seeking an experienced and dedicated Financial Adviser to join a well-established firm. This role will primarily focus on client servicing and relationship management, overseeing an established client bank. You will play a key role in maintaining and enhancing client relationships, ensuring a high level of service and satisfaction.

The company is backed by a nationwide financial planning organisation with years of experience developing chartered financial planning professionals through the industry.

Key Responsibilities:

• Manage and nurture a substantial existing client portfolio.
• Deliver exceptional financial advice tailored to client needs.
• Provide ongoing support and servicing to clients, addressing queries and ensuring satisfaction.
• Maintain compliance with all regulatory requirements and internal policies.
• Work closely with colleagues to identify opportunities for additional client support or services.
• Keep accurate and up-to-date client records.

Requirements:

• Proven experience as a Financial Adviser, preferably with a focus on client servicing.
• Strong relationship management skills with a client-first approach.
• Knowledge of financial products, regulations, and best practice.
• Excellent communication and interpersonal skills.
• Ability to work independently while managing a large client portfolio efficiently.
• Relevant qualifications (e.g., CeMAP, Diploma in Financial Planning, or equivalent).

What We Offer:

• A starting salary of up to £100,000 DOE
• Discretionary bonus scheme
• Competitive benefits package
• Administration & Paraplanning support
• Opportunity to work with a respected and growing firm.
• A client-focused role with a strong emphasis on relationship management.
• Supportive team environment and opportunities for professional development.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm in Cheshire on an Independent Financial Adviser role.

Our commitment to you

Start every journey with a conversation to find out about you in depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.