Financial AdvisorCheshireOffice basedSalary up to £47.5k + Bonus.
This opportunity is best suited for experienced Financial Advisors who are looking for a long-term career with an established and respected financial services firm. If you are a qualified financial planner looking to work with international clients, and seeking career stability with growth potential, this role is ideal for you. Pension transfer advice qualification desirable.
The Business
The firm is a well-established financial advisory practice providing independent and regulated advice. With a strong international presence and a reputation for high-quality client service, the business offers financial planning solutions across investments, pensions, and wealth management. The firm has a history of retaining employees for the long term, investing in their professional development, and providing career progression opportunities.
The Role
As a Financial Advisor, you will:
- Provide financial planning and pension transfer advice to a diverse client base.
- Work with internationally mobile clients, offering tailored financial solutions.
- Conduct financial reviews, risk assessments, and investment planning.
- Ensure compliance with all relevant FCA regulations.
- Travel internationally for business engagements (2-3 trips per year).
- Build and maintain long-term client relationships through expert guidance and trust.
Benefits
- Salary up to £47,500, (OTE of £60,000+ in Year 1)
- Share option scheme
- Pension scheme
- DIS 4x Salary
- Medical expenses cash plan
- Generous holiday allowance
Apply
If you would like to apply, please submit your CV and we will be in contact with next steps!
Synonyms
Financial adviser, financial planner