At a Glance
- Tasks: Manage and grow an existing client portfolio while delivering top-notch financial advice.
- Company: Award-winning independent Wealth Management firm near Colchester.
- Benefits: Salary up to £80,000, bonuses, hybrid work, and excellent benefits.
- Other info: Join a supportive team with opportunities for career growth.
- Why this job: Inherit loyal clients and make a real impact in their financial journeys.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in financial advice.
FINANCIAL ADVISER – Inherit Existing Client Bank -Near Colchester, Essex Salary Up to £80,000 + Bonus + Benefits - Permanent, Hybrid (2 days in office) An award-winning, independent Wealth Management firm near Colchester is seeking an experienced Financial Adviser to join their established and growing team. This is a fantastic opportunity to inherit an established client portfolio from day one and develop existing relationships while identifying opportunities to grow your client bank. • Take over and develop an existing portfolio of loyal clients • Deliver holistic, independent financial planning across pensions, investments, protection and retirement planning • Build long-term client relationships through exceptional service • Conduct regular client reviews and identify planning opportunities • Work with an experienced paraplanning and admin team to deliver outstanding client experience • Generate additional business through referrals and professional introducers • Ensure all advice meets FCA regulatory standards Applications are welcomed from Advisers at various career stages. You will ideally have: • Level 4 Diploma in Regulated Financial Planning (minimum) • Previous experience providing regulated financial advice • Strong relationship-building and communication skills • Client-centric and ethical approach to ...
FINANCIAL ADVISER – Inherit Existing Client Bank - Near Colchester, Essex employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
