Financial Adviser

Location

Southport

Salary £60000 - £65000 TypePermanent WorkplaceHybrid Ref89712

Recruiter Managing This Role

IFA existing clients 

£60,000 £65,000 

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 Southport/ Warrington, youll play a key role in supporting existing clients with exceptional financial planning services. Youll use your technical expertise to ensure all client solutions are compliant and aligned with their long-term objectives.

This role is focused on servicing an existing client bank, allowing you to concentrate on delivering high-quality advice rather than business development.

Manage and develop an existing client portfolio