Job Title: Financial Adviser
Location: Chester, UK
Salary: Up to £75,000 + Bonus + Benefits
Job Type: Full-Time, Permanent
Reference Number: 10286
Recruit UK is delighted to be working with a leading UK wealth management firm to recruit an experienced Financial Adviser to join their growing team in Chester.
About the Opportunity:
You will join a well-established national business with a strong local presence, offering face-to-face, relationship-led financial planning services. With a clear mission to be the best place in the UK for wealth professionals and their clients, the firm provides a supportive, collaborative environment where advisers can thrive and deliver exceptional client outcomes.
With a network of offices across the UK and a strong focus on long-term relationships, you will benefit from an existing client bank while also being supported to grow your portfolio and develop new business opportunities.
Role Overview:
You will be responsible for managing and developing an existing portfolio of clients while actively acquiring new clients, assets, and revenue. The role requires a strong focus on relationship building, delivering holistic financial planning, and achieving agreed targets.
Key Responsibilities:
*Build and maintain trusted relationships with existing and prospective clients
*Manage and develop an established client bank of profitable households
*Acquire new clients, assets, and financial planning fees in line with agreed targets
*Develop business through referrals, professional connections, and personal prospecting
*Deliver high-quality, holistic financial planning tailored to client needs
*Conduct regular client reviews, adapting plans to meet changing circumstances
*Collaborate with Business Development and wider team members to drive growth
*Achieve KPIs measured through a Balanced Business Scorecard
*Maintain high compliance standards, including CPD, SPS, and internal quality measures
*Contribute to client acquisition strategies and share best practices across the team
Regulatory & Compliance Responsibilities:
*Demonstrate a strong understanding of the FCA regulatory framework
*Ensure full compliance with all internal policies, procedures, and risk standards
*Meet the requirements of the FCA’s fit and proper test and Conduct Rules under SMCR
*Maintain high standards of client outcomes and effective risk management
About You:
*Diploma in Financial Planning (Level 4) or equivalent (essential)
*Chartered status (or working towards) preferred
*Proven ability to build and develop long-term client relationships
*Strong networking skills and ability to generate new business
*Experience delivering holistic financial planning solutions
*Commercially minded with strong business development skills
*Highly organised with excellent attention to detail
*Motivated self-starter with the ability to work both independently and as part of a team
*Comfortable working towards targets and KPIs
What’s on Offer:
*Competitive salary of up to £75,000
*Hybrid working and flexible working
*Performance-related bonus
*Access to an existing client bank
*Flexible working options to support work-life balance
*A collaborative and inclusive working culture
*Ongoing professional development and support for further qualifications
*Comprehensive benefits package focused on wellbeing and personal development
Additional Information:
The employer is committed to creating an inclusive workplace and welcomes applications from individuals of all backgrounds. Flexible working arrangements are available, and reasonable adjustments can be made throughout the recruitment process for candidates with disabilities or long-term conditions.
How to Apply:
If you are an ambitious Financial Adviser looking to take the next step in your career, please apply with your CV. For further information about the role or to discuss accessibility requirements, please contact Recruit UK.