Independent Financial Advisor (Employed)

Cheshire

Basic Salary: £60,000 - £65,000

Cheshire based legal firm, renowned for its commitment to excellence and client satisfaction, is expanding its financial services division. Looking for an experienced Financial Advisor to join their Financial Services team in their Cheshire office. Offering a unique opportunity to work closely with legal professionals and provide clients with top-tier financial guidance within a legal framework.

As a Financial Advisor, you’ll play a vital role in delivering comprehensive financial planning services to clients, with a focus on investment advice, retirement planning, tax strategies, and estate planning. You will work alongside the legal team to ensure clients receive integrated financial and legal advice, tailored to meet their specific needs.

Responsibilities:

• Provide expert financial advice and planning services, with a focus on investment management, tax planning, retirement strategies, and estate planning.
• Collaborate with legal professionals to develop holistic financial strategies for clients.
• Conduct detailed financial reviews and present personalised plans that align with clients' short and long term goals.
• Maintain up-to-date knowledge of market trends, tax regulations, and investment opportunities.
• Build and maintain strong client relationships to drive satisfaction and long term loyalty.
• Ensure compliance with all financial regulations and company policies.

Experience:

• Proven experience as a Financial Advisor, ideally within a legal or professional services firm.
• Relevant financial certifications (e.g., Diploma in Financial Planning, Certified Financial Planner, etc.).
• Exceptional knowledge of investment products, tax planning, retirement strategies, and estate planning.
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts to clients.
• Strong organisational and analytical skills, with a commitment to client service.

In return:

• Competitive salary with performance-based bonuses.
• Continuous professional development opportunities.
• Supportive team environment within a reputable legal firm.
• Convenient Chester location with hybrid work options.

How to Apply:

If you are a qualified Financial Advisor looking for a new challenge within a prestigious legal firm, please click to apply and send your CV.