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Submit CV
£27000 - £32000 per annum
BBBH3950-JM_1554912576
Permanent
Apply Now


A highly respected firm of Chartered Wealth Planners who provide high quality financial solutions are now delighted to be able to add to their team with the addition of a Financial Adviser to their offices in the Chester area.

Working as a Financial Adviser you will be required to give first class Financial Advice to both new and existing customers. You will take over a book of clients covering a wide range of products and look to expand and grow the book of business.

To ensure you succeed you will be support by an excellent team of Administrators and Paraplanners who are highly regarded within the industry.
Your duties will include:

  • Manage ongoing relationship with clients - being the first point of contact on all matters including technical matters
  • To take over the advisory responsibility of an existing client bank providing ongoing financial planning support, while recruiting new clients to the business
  • While support will be provided, the ability and willingness to write technical financial planning and suitability reports
  • The input of client information into cash flow programmes and financial interpretations
  • Obtaining illustrations, researching products for particular client requirements and collating evidence of research


This is an excellent opportunity not to miss out on with a business that can really support the growth of your career.
For further information on the opportunity, please don't hesitate in contacting our specialist consultants on 0161 416 6943