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Financial Planner - Warrington - mbf
Description
Independent Financial Adviser (IFA) – CheshireBasic up to £70,000 + Bonus | Chartered Progression | Hybrid Working | Equity Potential
An outstanding opportunity has arisen for an experienced Independent Financial Adviser to join a well-established, family-led independent wealth management firm based in Cheshire.
With over 20 years of success and a reputation for delivering exceptional financial planning advice, the firm is entering a new phase of growth and seeking to expand its advisory team.
The RoleAs an Independent Financial Adviser, you will:
Provide holistic financial planning advice to private clients across pensions, investments, protection, and retirement planning.
Collaborate with a highly experienced paraplanning and corporate team to ensure clients receive the highest level of service.
Play a key role in business development, building relationships with professional connections and leveraging an existing network of clients.
Contribute to investment committees and help refine the firm's proposition.
Pursue professional development with full support towards Chartered status if not already achieved.
What's on Offer
Basic salary up to £70,000 (dependent on experience & qualifications).
Attractive bonus scheme linked to OTE/income generated.
Potential for equity participation within the business.
25 days holiday plus bank holidays and your birthday off.
Group Personal Pension with matched employer contributions up to 5%.
Death in Service (4x salary) and healthcare/cashback scheme.
Full exam and study support for advanced qualifications.
Christmas shutdown.
About You
The successful candidate will be:
Diploma Level 4 qualified (Chartered status desirable or a willingness to progress).
Experienced in providing holistic financial planning advice.
Highly skilled in building and nurturing long-term client relationships.
Entrepreneurial, driven and motivated to develop new business through professional connections.
This is a rare opportunity to join a forward-looking independent firm where advisers are given the tools, support, and autonomy to thrive - with genuine long-term potential to share in the future success of the business.
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Financial Planner
Full time Only for registered members Knutsford
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Financial Planner
Only for registered members Sale
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Financial Planner
Only for registered members Sale M DH
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Financial Planner
Full time Only for registered members Trafford
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Financial Planner
Only for registered members Preston
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Financial Planner
Only for registered members Manchester Area
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Financial Planner
Only for registered members Manchester
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Chartered Financial Planner
Only for registered members Manchester
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Trainee Financial Planner
Only for registered members Manchester
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Chartered Financial Planner
Only for registered members Alderley Edge
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Chartered Financial Planner
Only for registered members Alderley Edge, England
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Chartered Financial Planner
Only for registered members Manchester Area
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Trainee Financial Planner
Only for registered members Manchester, England
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Paraplanner
Only for registered members Warrington
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Demand Planner
Only for registered members Warrington, England
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Principal Planner
Only for registered members Warrington, England
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Demand Planner
Only for registered members Warrington
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Principal Planner
Full time Only for registered members Warrington
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Principal Planner
Only for registered members Warrington, England
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Principal Planner
Full time Only for registered members Warrington
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Planning & Controls Officer
Only for registered members Warrington