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  • Financial Planner - Warrington - mbf

    mbf
    mbf Warrington

    2 months ago

    Description
    Independent Financial Adviser (IFA) – Cheshire
    Basic 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 Role

    As 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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