Required Skills
Level 4 Diploma in Financial Planning
minimum 5 years advisory experience
client relationship management expertise
networking abilities
compliance knowledge
business development capabilities
holistic financial planning skills
FCA certification
Job Summary
Shape Your Future in Financial Services! 🌟
Senior Financial Adviser - Design Your Own Success
Location: Wrexham, North Wales
Package: Competitive (Choose Your Path: Employed or Self-Employed)
Reference: RPS32242
Ready to Write Your Own Success Story?
Join an award-winning Financial Advisory practice where you choose how you want to work. Whether you prefer the security of employment or the freedom of self-employment, this prestigious firm offers both paths to success.
Why This Opportunity Stands Out:
• Choose your preferred working style
• Access an established client bank
• Benefit from full Paraplanning support
• Join an award-winning practice
• Shape your own financial future
• Serve both personal and corporate clients
Your Impact:
As a key member of this dynamic team, you'll:
• Provide sophisticated financial solutions
• Build lasting client relationships
• Shape the future of wealth management in North Wales
• Contribute to practice growth
• Mentor junior team members
• Engage with professional networks
The Perfect Package:
• Choice of employment status
• Competitive basic salary (employed option)
• Attractive commission structure
• Existing client bank access
• Comprehensive support infrastructure
• Professional development investment
• Full administrative backing
Your Experience Should Include:
• Level 4 Diploma qualified (Chartered status preferred)
• Minimum 5 years' advisory experience
• Proven client relationship management
• Strong networking capabilities
• Commitment to professional excellence
• Track record of ethical practice
A Day in Your Life Could Include:
• Morning: Strategic client portfolio reviews
• Afternoon: New client consultations
• Evening: Professional networking events (optional)
• All with full Paraplanning support
Why Join Now?
This award-winning practice is entering an exciting growth phase. You'll have the unique opportunity to:
• Choose your preferred working style
• Access established clients from day one
• Benefit from comprehensive support
• Shape your own success
• Be part of a growing regional leader
The Ideal Match:
You're an experienced adviser who:
• Values long-term client relationships
• Maintains high professional standards
• Shows ambition and drive
• Contributes to team success
• Embraces professional development
Ready to Design Your Future?
For a confidential discussion about this exceptional opportunity, forward your CV to abigail@capturerecruitment.co.uk
About Capture Recruitment:
We specialise in connecting exceptional Financial Advisers with leading practices across the UK. We understand both the technical requirements and personal qualities that make a successful adviser.
Desired Skills
Chartered status
corporate client experience
Welsh language skills
additional professional qualifications
leadership abilities
marketing expertise
mortgage qualifications