We are actively recruiting for an Experienced Independent Financial Adviser in the North West, including North Wales and Cheshire.

About you

  • Fully Diploma qualified with at least 5 years financial services experience.
  • With an existing client bank min £3m AUM (we can help with transition planning)
  • Want to provide personal and or corporate financial planning services to UK based clients.
  • Aspire to the highest industry standards and capable of operating in a regulated environment.

Our approach

Heritage Financial Solutions Ltd believes in providing a high quality personal advice service, where the client comes first. Unlike many advisory businesses, we adopt this principle throughout our thinking and it feeds through to one of the key reasons we are so successful.

With Heritage, we do provide support, structure and service standards for all to follow, but crucially, we respect the relationship between client and individual adviser as paramount. This means that if you decide to leave Heritage, you will be free to keep your clients.

Naturally, as a growing business, we want to retain our Advisers and clients and so we provide a package of support and incentives. This includes:

  • All Advisers have access to a very attractive equity participation scheme.
  • Competitive contracts (covering fee, commission and combination remuneration)
  • Training and Continuing Professional Development support.
  • A Market leading back office system to ensure your client data is readily accessible.
  • A ‘Business Assurance’ service to ensure that all required service standards are maintained.
  • Paraplanning support, especially for headache paperwork cases like pension transfers.
  • Marketing assistance to grow your client bank.
  • Start of the Art technologies and research tools, including cloud computing.
  • Personal Indemnity Insurance

Please contact us for further information by calling Robert Lewis on 0788 906 3885