Chesterfield
IFA existing clients
£40,000 – £50,000
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
As an Adviser based in and around their Chesterfield office, you’ll play a key role in supporting existing clients with exceptional financial planning services. You’ll use your technical expertise to ensure all client solutions are compliant and aligned with their long-term objectives.
Benefits:
- £40,000 – £50,000
- Existing Client Bank
- Bonus
- Pension contribution
- PMI
- DIS
- A supportive and collaborative team culture that values growth and professional development.
- Opportunities to advance towards Chartered status.
To be considered for this IFA position:
- Level 4 Diploma qualified – CISI/ CII/ LIBF
- Proven adviser experience within an advisory or wealth management environment.
- Excellent understanding of financial products – investment, tax planning, and regulatory frameworks.
- Strong analytical, organisational, and written communication skills.
Apply today to be considered for this Financial Adviser opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.