At a Glance
- Tasks: Provide holistic financial advice and manage an established client portfolio.
- Company: Growing financial planning business in Colchester with a supportive culture.
- Benefits: Competitive salary, generous holiday, pension, life assurance, and modern tech tools.
- Other info: Opportunity for professional growth and development through networking and new business.
- Why this job: Inherit an existing client base and make a real impact in financial planning.
- Qualifications: 5+ years' IFA experience and Level 4 Diploma in Financial Planning required.
The predicted salary is between 49500 - 60500 £ per year.
I'm recruiting for a financial planning business in Colchester, offering £60-80k basic + benefits, with an existing portfolio to inherit and genuine scope for further business development.
5+ years' IFA experience + Level 4 required.
I'm particularly interested in speaking to experienced IFAs who aren't necessarily actively looking but would consider the right opportunity.
I'm recruiting for an established and growing financial planning business in
Colchester that can offer something different
An established client portfolio to inherit from day one.
This is an employed Financial Adviser position offering a competitive
£60,000-£80,000 basic salary , depending on experience and qualifications, together with an established client bank and strong administrative and technology support.
Rather than spending years building a client book from scratch, you'll have the opportunity to take responsibility for an existing portfolio , develop those relationships and generate further new business.
What you'll be doing
You’ll provide holistic, independent financial advice covering
- Investments & wealth management
- Pensions & retirement planning
- Protection
- Estate and financial planning
- Cashflow planning
- Regular client reviews
You’ll also have the opportunity to develop new business through professional introducers, networking and existing relationships .
I'm looking for an experienced IFA who
- Has 5+ years' experience as an Independent Financial Adviser
- Holds Level 4 Diploma in Financial Planning or equivalent
- Has strong knowledge of pensions, investments, protection and wealth management
- Is confident managing an established client portfolio
- Has a commercial and entrepreneurial approach to business development
- Enjoys developing relationships with accountants, solicitors and other professional introducers
- Is confident working with private/HNW clients
- Maintains their SPS and CPD
What's on offer?
- Established client bank to inherit
- Discretionary new-business incentive
- 25 days' holiday + bank holidays, increasing to 30 days
- Option to purchase an additional 5 days
- Pension
- Life assurance - 4 x salary
- Free mortgage advice
- Modern technology including Conquest, Planner Pal and Power BI
- #J-18808-Ljbffr
Financial Advisor in Colchester employer: Barbara Houghton Associates Limited
As a leading financial institution, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our Wealth Management Advisors enjoy a competitive benefits package, including a generous car allowance and 30 days of annual leave, while working in a hybrid model that promotes work-life balance. Join us in London, Birmingham, or the Home Counties, where you will have the opportunity to build meaningful relationships with high-net-worth clients and make a significant impact on their financial journeys.
Contact Details:
Barbara Houghton Associates Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Colchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Barbara Houghton Associates Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Advisor in Colchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Barbara Houghton Associates Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Barbara Houghton Associates Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Barbara Houghton Associates Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Barbara Houghton Associates Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Barbara Houghton Associates Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Barbara Houghton Associates Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
