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Financial Adviser - North Wales Location: Wrexham Salary: Competitive (Employed or Self-Employed options available) Industry: Financial Services Job Type: Permanent/Self-Employed
About the Role: On behalf of our client, a leading Financial Advisory practice in Wrexham, we are seeking an experienced Financial Adviser to join their award-winning team. This presents an exceptional opportunity for an established adviser seeking a supportive and progressive environment.
Practice Overview:
• Established presence in North Wales
• Comprehensive support infrastructure
• Diverse client base (personal and corporate)
• Full Paraplanning and administrative support
• Strong focus on adviser development
Key Responsibilities:
• Deliver holistic financial advice to personal and corporate clients
• Maintain and develop client relationships
• Contribute to practice growth and success
• Uphold highest standards of compliance and ethics
• Engage with professional connections
• Build and maintain professional networks
Essential Requirements:
• Level 4 Diploma qualified (Chartered status preferred)
• Minimum 5 years' advisory experience
• Proven track record in client relationship management
• Strong networking abilities
• Commitment to professional development
• Excellence in compliance and ethics
Package Includes:
• Choice of employment status (employed or self-employed)
• Competitive basic salary (for employed status)
• Attractive commission structure
• Access to existing client bank
• Comprehensive training programme
• Professional development support
• Full administrative and technical support
For a confidential discussion about this opportunity, please forward your CV.
