Chartered Financial Advisor

📍 Location: Chester (Hybrid – Remote Flexibility)

💼 Salary: £55,000 + Bonus (OTE £80,000+)

📝 Employment Type: Full Time | Permanent

About the Opportunity

We're partnered with a leading, forward-thinking wealth management firm that is experiencing an exciting period of growth. With multiple acquisitions in the pipeline and a strong, growing AUM (£250M projected to reach £400M by year-end), this is a unique opportunity for a Chartered Financial Advisor to join a highly respected team based in Chester.

This isn’t just another adviser role; you’ll walk into a high-quality, engaged client book with full support from a best-in-class back office team, and the flexibility to run your own diary.

What’s on Offer:

✅ £55,000 base salary (DOE) with realistic OTE of £80,000+

✅ Hybrid working model – work from home, the office, or wherever suits you

✅ Immediate client bank and pipeline of new clients via acquisitions (North Wales, Wirral, St Helens)

✅ Excellent back-office support – paraplanners, administrators, & CRM/task management system

✅ Ongoing new business enquiries from trusted lead sources

✅ Clear opportunity to expand your client base and progress your career

What You'll Be Doing:

• Manage and grow an existing client book of HNW individuals
• Provide holistic, goals-based financial planning advice
• Work closely with paraplanners and client support to deliver outstanding client service
• Maintain up-to-date knowledge of financial products and FCA regulations
• Contribute to business growth through client referrals and new enquiries
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About the Firm:

The firm is a dynamic and ambitious financial planning business with 10+ advisors across Chester and Macclesfield. Currently managing £250M AUM, with projections to hit £400M by year-end thanks to ongoing acquisitions.

Their core focus is client-first financial planning, backed by first-class support, technology, and a collaborative culture.

Who We’re Looking For:

✔️ Level 6 / Chartered Financial Planner (or working toward)

✔️ Strong experience managing client relationships

✔️ Ability to build rapport, advise with empathy, and maintain compliance

✔️ Self-motivated and entrepreneurial mindset

✔️ A team player who values excellent service and integrity

Interested?

If you're ready to join a growing firm where you can thrive, grow, and deliver top-tier advice without being bogged down by admin, we’d love to hear from you.

📩 Apply now or reach out for a confidential conversation.