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Open nowFirst seen 6 days ago

Chartered Independent Financial Adviser

International Recruiters - Connecting Financial Specialists Limited128 open roles

Where
Liverpool, United Kingdom
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Your applicationOpen nowChartered Independent Financial AdviserInternational Recruiters - Connecting Financial Specialists Limited · Liverpool, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on International Recruiters - Connecting Financial Specialists Limited's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: first seen 6 days ago

The posting

Chartered Independent Financial Adviser

Employed | Immediate Start | Existing Client Bank

Our client is an established, independent financial planning firm seeking an experienced Chartered Independent Financial Adviser to join their growing team.

This is an exceptional opportunity for a high-calibre adviser looking to join a client-focused business where holistic financial planning and long-term client relationships are at the heart of everything they do.

The successful candidate will benefit from an immediate start and the opportunity to take over an established, existing client bank, allowing them to focus on delivering outstanding advice and developing trusted, long-term relationships from day one.

The Opportunity

Working within a supportive and professional environment, you will provide comprehensive, independent financial advice across a broad range of planning areas, including:

  • Investment planning
  • Retirement and pension planning
  • Protection planning
  • Estate and inheritance planning
  • Tax-efficient financial planning
  • Ongoing holistic wealth management

This is a client-facing role suited to an adviser who enjoys building lasting relationships and delivering genuinely independent, high-quality advice.

Requirements

  • CAS (Competent Adviser Status) is essential
  • Chartered Financial Planner status is highly desirable
  • Proven experience providing holistic independent financial advice
  • Strong technical knowledge across pensions, investments and wealth management
  • Excellent relationship management and communication skills
  • A professional, ethical and client-first approach
  • Ability to deliver an exceptional client experience while maintaining the highest compliance standards

What's on Offer

  • Immediate start available
  • Established client bank to inherit
  • Competitive employed package
  • Long-term career opportunity with an expanding independent firm
  • High-quality support infrastructure
  • Collaborative and professional working environment
  • Excellent opportunity to continue building a successful advisory career

If you are a CAS-qualified Independent Financial Adviser, ideally Chartered, and are looking to join a respected firm with an existing client portfolio ready to inherit, we'd love to hear from you.

To apply in confidence, please contact IRCFS (International Recruiters – Connecting Financial Specialists).

Please note that, to protect our client's confidentiality, further details will be shared with shortlisted candidates following an initial discussion.

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