Financial Adviser | Cheshire & North Wales | Hybrid

My client, a well-established and highly respected wealth management firm, is seeking an experienced Financial Adviserto join its growing advisory team in an employed capacity.

This is an excellent opportunity for a client-focused adviser who enjoys building long-term relationships, delivering holistic financial planning, and becoming part of a collaborative, professional environment where quality advice is at the heart of everything they do.

With continued growth and increasing demand from both new and existing clients, my client is looking to strengthen its advisory team with an individual who is passionate about delivering outstanding client outcomes while benefiting from a first-class support infrastructure.

The Opportunity

This is a hybrid position offering flexibility alongside the opportunity to work closely with an experienced and supportive team. Advisers are encouraged to focus on what they do best—providing exceptional financial advice—while dedicated paraplanning, administration and marketing functions provide the support needed to maximise client service and business growth.

You'll work with clients across a broad range of financial planning needs, helping individuals and families build, preserve and protect their wealth through tailored, long-term advice.

The successful individual will have the opportunity to inherit and develop client relationships while also contributing towards the continued growth of the business through referrals, networking and professional relationship management.

Key Responsibilities

• Deliver holistic financial planning advice across pensions, investments, protection and retirement planning.
• Build and maintain long-term relationships with both new and existing clients.
• Conduct comprehensive financial reviews and create tailored financial planning solutions.
• Manage the client journey from initial consultation through to ongoing servicing and reviews.
• Identify opportunities to deepen existing client relationships through wider financial planning conversations.
• Maintain detailed client records and ensure all recommendations meet regulatory and compliance requirements.
• Work collaboratively with paraplanners and administrators to deliver an exceptional client experience.
• Continue developing your professional knowledge and remain up to date with industry and regulatory developments.

What's on Offer

• Employed Financial Adviser position.
• Competitive basic salary with a rewarding bonus structure.
• Hybrid working with flexibility around office attendance.
• Access to existing clients and ongoing enquiry flow.
• Dedicated paraplanning support.
• Full administrative support.
• Marketing support to assist with business development.
• High-quality compliance and operational infrastructure.
• Modern technology and systems.
• Continuous professional development and support for further qualifications.
• Long-term career progression within an ambitious and growing organisation.
• A collaborative, supportive culture where advisers are valued and encouraged to develop their careers.

About You

The ideal candidate will demonstrate:

• Level 4 Diploma in Financial Planning (or equivalent) as a minimum.
• Proven experience as a Financial Adviser delivering holistic financial planning advice.
• Strong technical knowledge across pensions, investments and protection.
• Excellent communication and relationship-building skills.
• A client-first approach with a genuine passion for delivering outstanding outcomes.
• Strong organisational and time management skills.
• The ability to work independently while contributing positively to a collaborative team environment.
• High ethical standards and a commitment to maintaining regulatory excellence.

Why Consider This Opportunity?

If you're looking to join an established and respected wealth management business where you can focus on providing high-quality advice, supported by experienced paraplanners, administrators and marketing professionals, this represents an excellent long-term career opportunity.

My client has built an outstanding reputation for delivering personalised financial planning and continues to invest in both its people and infrastructure, creating an environment where advisers can genuinely thrive.

Location: Cheshire & North Wales (Hybrid)

Position: Employed | Full Time

For a completely confidential discussion, please contact IRCFS – International Recruiters Connecting Financial Specialists.