Financial Adviser

Job Code 01072019CP
Job Title Financial Adviser
Location Chorley, Lancashire
Salary OTE / Negotiable dependent on experience
Type of contract Permanent
Job Description

Financial Advisor – Chorley, Lancs – Salary Negotiable Dependent on Experience

 What you need to be successful:

  • At least Level 4 qualified achieved through a recognised industry body
  • Two years financial services experience in a client-facing advice role
  • Ability to create effective plans of action and stick to them
  • Able to work in a team as required and on own initiative in line with role requirements
  • Strong listening and written communication skills in order to transfer client information onto KYC documents and to replay this back to the client in Suitability Letters
  • Previous experience building and maintaining effective relationships with joint ventures and professional connections
  • Previous success in creating your own opportunities for sourcing and converting prospects.

And to really stand out from the crowd:

  • Three years plus financial services experience in a client-facing advice role
  • Knowledge of and experience in defined benefit transfers and the mechanisms for assessing suitability

Working hours: 9am - 5pm, Monday to Friday

  • Must be in the office on a Monday and Friday for morning meetings
  • Flexibility over the other days for client meetings


  • Performance related bonus
  • 25 days holiday + bank holidays
  • Pension - 3% company contribution / 5% employee contribution
  • Vitality medical
  • 10x salary death in service
  • Perk Box



Are you looking for your next job or your last career move? If you’re the latter, then we may just be the home for you.

We are a family-run company that is very focussed on giving the correct financial advice to their clients and treating their employees right!

We are looking for brilliant people who fit with our culture and values and who can help to write the next chapter of our story.


The Opportunity

When successful, you will join an established team in their office location. When working with clients, you will have the opportunity to save them from their financial worries and protect them and their family though the generations. You will be able to do this by providing independent financial planning, as well as pensions, investments, and protection advice.


Our client acquisition strategy is such that, in addition to sourcing core clients through referrals and networking, you will have access to professional connections through which clients will be referred.



Essential Job Functions:

  • Build and strengthen client and joint venture relationships by providing clear, reliable and consistent advice
  • Achieve your agreed business plan metrics to enable strong individual, office and business results
  • Maintain a strong pipeline of prospective clients and contact them regularly in line with business plan expectations
  • Keep up to date with all relevant product, legislative and technical changes
  • Understand our guiding principles and values and uphold them in line with treating customers fairly
  • Use client information, effectively obtained and documented, to provide suitable recommendations that are individual to the client and makes them feel heard and taken care of
  • Work effectively with the wider office team in line with internal processes and best practice
  • Ensure a current statement of professional standing (SPS) is held at all times


If you are interested in the role please send your CV and cover email to, if you would like to discuss any details further please call Claire on 01270 629090.

Tags: Financial Adviser / Chorley, Lancashire / Negotiable  /Permanent / Commercial.


Agent's Name Claire Pierce
Agent's phone

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