IRCFS - International Recruiters - Connecting Financial Specialists Limited
Financial Advisor
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Financial Adviser | Cheshire & North Wales | Hybrid
Self-Employed or Employed Opportunity
My client, a highly respected and expanding wealth management firm, is seeking an experienced Financial Adviser to join its business on a self-employed or employed basis.
This is an outstanding opportunity for an ambitious adviser who wants the freedom and earning potential of self-employment without sacrificing the support, infrastructure, and resources of an established wealth management business.
Whether you already have an established client bank or are looking to continue growing your business within a supportive environment, my client offers the platform, flexibility, and backing to help you maximize your long-term success.
The Opportunity
This role offers genuine entrepreneurial freedom, allowing you to build and develop your own business while benefiting from the strength of an established brand and experienced support team. You'll focus on delivering holistic financial planning advice and building long-term client relationships, while dedicated paraplanning, administration, compliance, and marketing functions help remove much of the day-to-day operational burden. The business has an excellent reputation for client service and provides advisers with the tools, support, and flexibility needed to grow a sustainable, profitable practice.
Key Responsibilities
- Provide holistic financial planning advice across pensions, investments, retirement planning, and protection.
- Build long-term relationships with new and existing clients.
- Develop your own client portfolio through referrals, networking, and business development activities.
- Conduct comprehensive financial reviews and deliver tailored financial planning solutions.
- Maintain regular contact with clients through ongoing servicing and review meetings.
- Work closely with the paraplanning and administration teams to deliver an exceptional client experience.
- Ensure all recommendations remain fully compliant with regulatory requirements.
- Continue developing your professional knowledge and maintaining high technical standards.
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What's on Offer
- Self-employed or employed Financial Adviser opportunity.
- Attractive and highly competitive remuneration structure.
- Hybrid working with complete flexibility around your schedule.
- Access to existing client opportunities where appropriate.
- Dedicated paraplanning support.
- Full administrative support.
- Marketing support to help generate new business opportunities.
- Robust compliance and operational infrastructure.
- Modern systems and technology.
- Professional, collaborative working environment.
- The freedom to grow your own business while benefiting from the support of an established wealth management firm.
- Excellent long-term earning potential.
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About You
The successful individual will demonstrate:
- Level 4 Diploma in Financial Planning (or equivalent) as a minimum.
- Proven experience providing holistic financial planning advice.
- A strong track record of building and maintaining client relationships.
- Commercial awareness with a proactive approach to business development.
- Excellent communication and interpersonal skills.
- A client-centric mindset and commitment to delivering exceptional outcomes.
- The motivation to develop and grow your own business within a supportive framework.
- High professional and ethical standards.
Why Consider This Opportunity?
This opportunity is ideal for an adviser who values independence but also recognizes the advantages of operating within a well-established, highly supportive business. Rather than spending valuable time managing administration, compliance, and operational challenges, you'll be able to focus on what matters most—building lasting client relationships, delivering excellent financial advice, and growing a successful, profitable practice.
If you're looking for a long-term self-employed opportunity with genuine flexibility, outstanding support, and significant earning potential, I'd be delighted to have a confidential conversation.
For a completely confidential discussion, please contact IRCFS – International Recruiters Connecting Financial Specialists.
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