Financial Advisor - Wrexham
Capture Recruitment Ltd
Financial Advisor - Wrexham
1 week ago by Capture Recruitment Ltd
Capture Recruitment Ltd jobs

Financial Adviser - North Wales Location: Wrexham Salary: Competitive (Employed or Self-Employed options available) Industry: Financial Services Job Type: Permanent/Self-Employed

About the Role: On behalf of our client, a leading Financial Advisory practice in Wrexham, we are seeking an experienced Financial Adviser to join their award-winning team. This presents an exceptional opportunity for an established adviser seeking a supportive and progressive environment.

Practice Overview:

• Established presence in North Wales

• Comprehensive support infrastructure

• Diverse client base (personal and corporate)

• Full Paraplanning and administrative support

• Strong focus on adviser development

Key Responsibilities:

• Deliver holistic financial advice to personal and corporate clients

• Maintain and develop client relationships

• Contribute to practice growth and success

• Uphold highest standards of compliance and ethics

• Engage with professional connections

• Build and maintain professional networks

Essential Requirements:

• Level 4 Diploma qualified (Chartered status preferred)

• Minimum 5 years' advisory experience

• Proven track record in client relationship management

• Strong networking abilities

• Commitment to professional development

• Excellence in compliance and ethics

Package Includes:

• Choice of employment status (employed or self-employed)

• Competitive basic salary (for employed status)

• Attractive commission structure

• Access to existing client bank

• Comprehensive training programme

• Professional development support

• Full administrative and technical support

For a confidential discussion about this opportunity, please forward your CV.

Skills
  • Financial Advisory
  • Financial Planning
  • Financial Services
  • HNW
  • Investment Management
  • Portfolio Management
  • Regulatory Requirements
  • Wealth Management
  • Independent Financial Advice
  • Wrexham
Reference: 54426369
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