Chartered Financial Advisor

Location: Chester City Centre Salary: Competitive and DOE + Excellent Benefits 

Hybrid

Shape Your Future with a Leading Professional Services Firm

Our client is a highly respected legal and accounting practice that delivers expert advice to businesses, entrepreneurs, and private clients. As they continue to grow their financial planning offering, they are seeking a Chartered Financial Advisor to join their collaborative team of legal, accounting, and financial professionals.

Whether you're a Chartered Advisor with a couple of years' experience looking to take the next step in your career, or a seasoned professional seeking a platform with strong referral networks and significant growth potential, this opportunity offers the support and resources to help you thrive.

The Role

You will provide holistic financial planning advice to a diverse client base, helping individuals and businesses achieve their financial objectives through tailored solutions.

Responsibilities include:

• Advising clients on pensions, investments, protection, retirement planning, and estate planning.
• Building and developing long-term client relationships.
• Working closely with solicitors and accountants to provide integrated financial planning solutions.
• Generating and developing new business opportunities.
• Producing high-quality financial reports and recommendations.
• Maintaining compliance with FCA regulations and industry best practice.