Financial Adviser

Ortus PSR

Posted a day ago, valid for a month

Chester, Cheshire CH36DD, England

Full Time

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Sonic Summary

The Lead Financial Planner position is based in Chester and offers a competitive salary range of £60,000 to £90,000, plus bonuses and additional benefits.
The role requires candidates to have a Level 4 Diploma in financial planning and experience in a target-driven, advice-led environment.
Successful applicants will develop their own client portfolio using firm-provided leads and deliver comprehensive financial planning advice.
The firm emphasizes a supportive culture with full administrative assistance and a clear path for career progression.
This opportunity is ideal for an experienced financial adviser looking to grow within a stable yet expanding independent advisory firm.

Lead Financial Planner – Opportunity to Grow with a Premier Advisory FirmLocation: ChesterSalary: £60,000 – £90,000 basic + Bonus + Car Allowance + Private Medical InsuranceType: Full-time, Office-Based

Shape your future. Build lasting client relationships. Thrive in a firm that invests in you.

A long-established and highly respected Independent Financial Advisory firm with a presence across Cheshire, Shropshire and North Wales is seeking an experienced and entrepreneurial Financial Adviser to join its team in Chester.

This is a rare opportunity to join a firm that combines stability with growth, offering high-quality client leads, full administrative and paraplanning support, and the infrastructure to help you grow your portfolio and elevate your advisory career.

Why This Opportunity Stands Out

Competitive salary up to £90,000 basic (DOE)
Bonus scheme linked to performance and growth
Car allowance
Private Medical Insurance
Full administrative and paraplanning support
Warm leads provided – ready for development
Clear progression path and a collaborative team culture

What You’ll Be Doing

Develop and grow your own portfolio of clients, starting with firm-provided leads
Identify and convert new external business opportunities
Deliver holistic financial planning advice across pensions, investments, protection, and corporate planning
Provide an exceptional client experience focused on long-term relationship building

What We’re Looking For

Level 4 Diploma qualified (Chartered or working towards Chartered highly desirable)
Proven success in a target-driven, advice-led role
Entrepreneurial mindset with a commitment to self-development
Technically strong across all areas of financial planning
Confident communicator with polished interpersonal skills
Self-motivated and organised, with a client-first approach

This is a fantastic opportunity for an experienced adviser to take the next step in their career with a firm that offers both support and autonomy.

Apply now in a few quick clicks