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Date Added: YESTERDAY

Financial Planner - Client Book Provided

Chester, UK
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Company: MBF.

Job Type: Permanent, FullTime

Salary: £50,000 per annum

Independent Financial Advisor (IFA)

Location: Chester Area (Remote role with local client meetings)

Salary: £50,000 per annum plus bonuses

About the Opportunity

We are recruiting on behalf of a national Independent Financial Advisory group for an experienced Independent Financial Advisor to take over a well-established client bank from a retiring advisor in the Chester area.

This is a servicing-focused position rather than a sales role, making it ideal for a professional advisor who enjoys delivering high-quality advice and long-term client care without the pressure of business development.

The Role

You will be responsible for servicing an existing, loyal client base, maintaining relationships, and providing ongoing financial advice. Comprehensive paraplanning and administrative support is provided, enabling you to focus entirely on client-facing work.

Key Details and Benefits

Basic Salary: £50,000 per annum

Performance Bonus:

  • Validation at three times salary
  • 25 percent bonus on all earnings above validation
  • Bonuses paid quarterly

Client Bank:

  • Generates around £150,000 in ongoing income
  • 100 percent of income credited towards validation
  • Advisor will therefore generate bonuses on any new business

Pension: 8 percent non-contributory

Additional Benefits:

  • Death in Service
  • Private Medical Insurance

Support: Full paraplanning and administrative support

Working Pattern:

  • Remote role
  • Clients based locally in the Chester area
  • Travel required for client meetings

Ideal Candidate Profile

  • An experienced Independent Financial Advisor with a strong background in client servicing
  • Someone seeking stability in an employed role with clients provided
  • A professional focused on ethical advice, relationship management, and long-term client outcomes
  • An advisor looking to reduce sales pressure and concentrate on servicing and advice
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