At a Glance
- Tasks: Manage an established client bank and provide holistic financial advice.
- Company: Join a growing independent financial planning business in Colchester.
- Benefits: Competitive salary, quarterly bonuses, and hybrid working options.
- Other info: Dynamic team environment with opportunities for professional growth.
- Why this job: Take over existing clients and focus on intergenerational wealth planning.
- Qualifications: Experience as a Financial Adviser with strong client relationship skills.
The predicted salary is between 49500 - 60500 £ per year.
Financial Adviser Colchester, Essex | Hybrid | £60,000–£80,000 + quarterly bonus If you are an experienced Financial Adviser looking for an established client bank rather than having to build from scratch, this role offers a strong starting point.
You will take over clients from a retiring adviser, with a particularly strong emphasis on intergenerational wealth planning.
The Business You will be joining an established independent financial planning business providing holistic advice to private clients across the region.
The business is continuing to grow both organically and through acquisition and has recently strengthened its support team with the addition of two paraplanners and an administrator.
The Role You will take responsibility for an existing client bank being handed over by a retiring adviser.
The exact size of the bank is still being determined, but the intention is to give the incoming adviser an established base of client relationships.
A key part of the brief is intergenerational wealth planning, so the business is particularly interested in an adviser with the experience to work effectively in this area.
The position is based in Colchester and offers hybrid working.
What they are looking for The business is looking for: An experienced Financial Adviser.
Strong experience or a clear focus on ...
Financial Advisor in Essex employer: Finlink Ltd
Join a forward-thinking financial services organisation that prioritises innovation and inclusivity, offering a collaborative culture where your contributions truly matter. With a strong commitment to professional development, you'll have the opportunity to grow alongside a dedicated team while enjoying benefits like remote working, a competitive salary, and comprehensive health plans. This is not just a job; it's a chance to make a meaningful impact in a supportive environment.
