Required Skills Level 4 Diploma in Financial Planning minimum 5 years advisory experience client relationship management expertise networking abilities compliance knowledge business development capabilities holistic financial planning skills FCA certification Job Summary Shape Your Future in Financial Services Senior Financial Adviser - Design Your Own Success Location: Wrexham, North Wales Package: Competitive (Choose Your Path: Employed or Self-Employed) Reference: RPS32242 Ready to Write Your Own Success Story? Join an award-winning Financial Advisory practice where you choose how you want to work. Whether you prefer the security of employment or the freedom of self-employment, this prestigious firm offers both paths to success. Why This Opportunity Stands Out: • Choose your preferred working style • Access an established client bank • Benefit from full Paraplanning support • Join an award-winning practice • Shape your own financial future • Serve both personal and corporate clients Your Impact: As a key member of this dynamic team, you'll: • Provide sophisticated financial solutions • Build lasting client relationships • Shape the future of wealth management in North Wales • Contribute to practice growth • Mentor junior team members • Engage with professional networks The Perfect Package: • Choice of employment status • Competitive basic salary (employed option) • Attractive commission structure • Existing client bank access • Comprehensive support infrastructure • Professional development investment • Full administrative backing Your Experience Should Include: • Level 4 Diploma qualified (Chartered status preferred) • Minimum 5 years' advisory experience • Proven client relationship management • Strong networking capabilities • Commitment to professional excellence • Track record of ethical practice A Day in Your Life Could Include: • Morning: Strategic client portfolio reviews • Afternoon: New client consultations • Evening: Professional networking events (optional) • All with full Paraplanning support Why Join Now? This award-winning practice is entering an exciting growth phase. You'll have the unique opportunity to: • Choose your preferred working style • Access established clients from day one • Benefit from comprehensive support • Shape your own success • Be part of a growing regional leader The Ideal Match: You're an experienced adviser who: • Values long-term client relationships • Maintains high professional standards • Shows ambition and drive • Contributes to team success • Embraces professional development Ready to Design Your Future? For a confidential discussion about this exceptional opportunity, forward your CV to abigailcapturerecruitment.co.uk About Capture Recruitment: We specialise in connecting exceptional Financial Advisers with leading practices across the UK. We understand both the technical requirements and personal qualities that make a successful adviser. Desired Skills Chartered status corporate client experience Welsh language skills additional professional qualifications leadership abilities marketing expertise mortgage qualifications