Job Title: Independent Financial Adviser

Location: Cheshire, SK9

Salary: £70,000 – £100,000 Basic + Bonus

Reference Number: 9951

About the Role:

RecruitUK is seeking an experienced and dedicated Financial Adviser to join a well-established firm. This role will primarily focus on client servicing and relationship management, overseeing an established client bank. You will play a key role in maintaining and enhancing client relationships, ensuring a high level of service and satisfaction.

The company is backed by a nationwide financial planning organisation with years of experience developing chartered financial planning professionals through the industry.

Key Responsibilities:

• Manage and nurture a substantial existing client portfolio.
• Deliver exceptional financial advice tailored to client needs.
• Provide ongoing support and servicing to clients, addressing queries and ensuring satisfaction.
• Maintain compliance with all regulatory requirements and internal policies.
• Work closely with colleagues to identify opportunities for additional client support or services.
• Keep accurate and up-to-date client records.

Requirements:

• Proven experience as a Financial Adviser, preferably with a focus on client servicing.
• Strong relationship management skills with a client-first approach.
• Knowledge of financial products, regulations, and best practice.
• Excellent communication and interpersonal skills.
• Ability to work independently while managing a large client portfolio efficiently.
• Relevant qualifications (e.g., CeMAP, Diploma in Financial Planning, or equivalent).

What We Offer:

• A starting salary of up to £100,000 DOE
• Discretionary bonus scheme
• Competitive benefits package
• Administration & Paraplanning support
• Opportunity to work with a respected and growing firm.
• A client-focused role with a strong emphasis on relationship management.
• Supportive team environment and opportunities for professional development.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm in Cheshire on an Independent Financial Adviser role.

Our commitment to you

· Start every journey with a conversation to find out about you in depth.

· Provide honest feedback on where you fit in the jobs market.

· Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

· Take a holistic mindfulness approach – career happiness is rarely just about the money.

· Cover the whole of the UK with a local touch through our regional teams.

· Never pester you.