Chartered Financial Adviser

We are searching for a talented, Chartered Financial Adviser to join our team. This is an incredible opportunity to join a leading, customer-focused team in a reputable firm, awarded Chartered Financial Planner status.

If you have the following skills, we’d love to speak to you:

• Chartered or Diploma Qualified with 2 years minimum client facing and working towards Chartered Status
• A highly driven, ethical, committed individual
• Excellent written and verbal communication skills
• Places high importance on attention to detail and accuracy
• Approachable and engaging
• Able to prioritise your workload to meet targets and deadlines
• Customer focused and good at building long-term working relationships

About Innes Reid

We are Chartered Independent Financial advisers based in Hoole, Chester. We provide our clients with robust, jargon free financial planning backed by the highest quality of personal service. We care greatly about our clients and specialise in long term relationships built on confidence and consistent reliability.

Our office is in the heart Hoole, Chester, with plenty of choices for lunch nearby! We are an office-based company operating from our recognisable, three-storey Georgian town house in the aspirational suburb of ‘Notting Hoole’.

Chartered Financial Planner – What you’ll be doing

Reporting to the Managing Director, our successful candidate will join a team of Advisers to deliver first class advice and support to clients on financial planning, pensions, inheritance tax, wealth management and divorce.

This is a fantastic opportunity for a customer-focused, ambitious candidate who can demonstrate commitment and strong attention to detail. Paraplanning, admin, marketing support and leads are provided, with existing clients to service. You will also be expected to generate your own leads. The role is based in our Chester office, but flexible working may be available.

• Understanding clients’ financial requirements and objectives and creating investment plans;
• Researching and explaining a range of financial products to help clients to make informed decisions;
• Analysing data with a high level of accuracy;
• Managing client details on the database;
• Adhering to and keeping up-to-date with financial regulations and trends;
• Servicing existing clients;
• Managing client and prospect enquiries with professionalism and discretion;
• Generating new business from your own network and supplied leads;
• Continuing professional development.

Interested? Here Are The Benefits:

• Full time.
• Permanent role.
• Bonus structure for delivering great client outcomes.
• Office based in Hoole, Chester, with flexibility available.
• 20 days holiday + bank holidays.
• Pension scheme.
• Excellent working environment.
• Well-established and growing company.
• Mature client bank to service.
• We ALWAYS take our Christmas holidays to spend time with our families
• Company social events.
• As a Chartered IFA, we actively support and encourage all staff in their professional development and will fund CII study material and CII examination costs towards industry recognised qualifications.

Ready To Apply?

To apply for the Chartered Financial Adviser position, please send your CV along with a covering letter to Mark Reidford: mark@innesreid.co.uk if you need to know more call our team on 01244 347 583 and ask to speak to Sharon Aldridge, Office Manager.

More about Innes Reid

Established in 1999, Innes Reid Investments is a firm of Chartered Financial Planners providing independent financial advice to people and businesses in Chester and further afield.

From our offices on Hoole Road, our main aim is to enable our clients to make smarter financial decisions that ultimately lead them to a better quality of life. Whether it be for funding your personal goals, investment opportunities, planning and saving for your retirement, improving tax efficiency, supporting you through divorce or protecting your family or business, we have the expertise to help.

As a business, we pride ourselves on putting the client at the heart of everything we do. This is evidenced by our accreditation’s, outstanding independent reviews as well as various industry awards and shortlistings.

Read more and meet the rest of the team here>