Financial Advisor

£45,000 - £50,000/Year

Financial Adviser
IFA
Wrexham
North Wales
Level 4 Diploma
Chartered Financial Planner
Wealth Management
Financial Planning
Corporate Clients
Location
Wrexham, UK
Job Type
Permanent
Industry
Accountancy & Finance
Remote/Onsite
Must Be Onsite
Experience Required
3 - 8 Years
Education Required
Industry Specific
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
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