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:
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Provide holistic financial planning advice to private clients across pensions, investments, protection, and retirement planning.
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Collaborate with a highly experienced paraplanning and corporate team to ensure clients receive the highest level of service.
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Play a key role in business development, building relationships with professional connections and leveraging an existing network of clients.
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Contribute to investment committees and help refine the firm’s proposition.
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Pursue professional development with full support towards Chartered status if not already achieved.
What’s on Offer
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Basic salary up to £70,000 (dependent on experience & qualifications).
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Attractive bonus scheme linked to OTE/income generated.
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Potential for equity participation within the business.
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25 days holiday plus bank holidays and your birthday off.
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Group Personal Pension with matched employer contributions up to 5%.
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Death in Service (4x salary) and healthcare/cashback scheme.
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Full exam and study support for advanced qualifications.
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Christmas shutdown.
About You
The successful candidate will be:
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Diploma Level 4 qualified (Chartered status desirable or a willingness to progress).
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Experienced in providing holistic financial planning advice.
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Highly skilled in building and nurturing long-term client relationships.
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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.
Sector:
- Financial Services
- Financial Planning
