At a Glance
- Tasks: Provide tailored financial advice and manage your own client portfolio flexibly.
- Company: Join Saltus, a top-rated financial planning firm managing over £9 billion in assets.
- Benefits: Enjoy competitive revenue splits, remote work options, and a supportive infrastructure.
- Other info: Open to applicants nationwide, especially from Colchester and Bristol.
- Why this job: Thrive in a self-employed role with expert guidance and a positive work culture.
- Qualifications: CII Level 4 Diploma required; strong communication and relationship-building skills essential.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Financial Adviser seeking more freedom, flexibility, and earning potential? We’re looking for ambitious, self-motivated professionals who are ready to thrive in a self-employed role. Whether you’re looking to grow your business or already have an established client bank, this is a chance to retain full control while benefiting from the support and infrastructure you need to scale further.
We have a comprehensive, high support model designed to empower you with the tools, training, and dedicated support you need to grow your business confidently and efficiently. As well as this, we offer competitive revenue splits, and a client buyout option upon retirement, providing both immediate rewards and long-term security for your business.
With us you can enjoy expert guidance, supportive processes, and ongoing resources that let you focus on what you do best: advising your clients.
Why Saltus?
Saltus is a privately owned financial planning and discretionary investment management house, managing and advising on over £9 billion of client assets. We’re proud to have been recognised as a Sunday Times Best Place to Work 2024 and a Professional Adviser Best Financial Advisers to Work For 2024 a testament to our commitment to creating an environment where people can thrive and providing first class client service.
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
What you’ll be doing
As a self-employed Financial Adviser with us, you’ll have the freedom to manage your own business while benefiting from the support of an established and trusted firm. This will include:
- Providing independent financial advice tailored to your clients’ needs, covering areas such as pensions, investments, protection, and estate planning
- Building and maintaining long-term client relationships based on trust, transparency, and quality service
- Managing your own schedule and client portfolio, with the flexibility to work the way that suits you best
- Keeping up to date with regulatory requirements and maintaining high compliance standards
- Leveraging our technology, compliance, and administrative support to help you focus on delivering advice
- Growing your business through referrals, marketing, and networking
What we’re looking for
We’re looking for someone who is confident, detail-oriented, and passionate about delivering excellent client outcomes.
The ideal Adviser will:
- Hold the CII Level 4 Diploma in Regulated Financial Planning
- A proven track record of building and maintaining client relationships
- A commitment to delivering high-quality, compliant financial advice
- The ability to work independently while maintaining professional standards
- Excellent communication and organisational skills
- A strong desire to grow their business within a supportive, self-employed framework
- Demonstrate strong technical knowledge across a broad range of financial products
- Be comfortable working with high-net-worth clients and professional connections
- Have excellent written and verbal communication skills
Where you’ll be working
You’ll have the flexibility to work from home on a setup that suits your lifestyle and business model. We support advisers across the UK, and our infrastructure is designed to help you operate efficiently wherever you’re based.
We welcome applications from advisers nationwide, and we’re particularly interested in hearing from professionals in the Colchester and Bristol areas. Wherever you are, you’ll be part of a wider network of like-minded advisers supported by a dedicated team committed to your success.
Interested?
If this opportunity aligns with your goals, we’d be delighted to hear from you. Whether you’re ready to apply, have questions, or simply want to find out more, feel free to get in touch with our recruitment team atrecruitment@saltus.co.uk .
#J-18808-LjbffrFinancial Adviser (Abacus) in Colchester employer: Saltus Partners LLP
At Saltus, we pride ourselves on being a supportive and empowering employer for Financial Advisers, offering the freedom to manage your own business while benefiting from our extensive resources and infrastructure. Our commitment to employee growth is reflected in our recognition as a Sunday Times Best Place to Work 2024, providing a collaborative work culture that fosters success and long-term security through competitive revenue splits and a client buyout option upon retirement. With the flexibility to work from home and a dedicated team behind you, Saltus is the ideal place for ambitious professionals looking to thrive in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser (Abacus) in Colchester
✨Tip Number 1
Network with other financial advisers and professionals in your area, especially those in Colchester and Bristol. Attend local industry events or join online forums to build connections that could lead to referrals and insights about the role.
✨Tip Number 2
Familiarise yourself with Saltus's values and mission. Understanding their commitment to improving clients' relationships with wealth will help you align your approach during interviews and discussions, showcasing your fit for their culture.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients. Highlight specific examples of how you've built and maintained these relationships, as this is crucial for the role and will demonstrate your capability to thrive in a self-employed environment.
✨Tip Number 4
Stay updated on the latest regulatory requirements and compliance standards in financial planning. Being knowledgeable in these areas will not only boost your confidence but also show potential employers that you are committed to maintaining high professional standards.
We think you need these skills to ace Financial Adviser (Abacus) in Colchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience as a Financial Adviser, focusing on your qualifications like the CII Level 4 Diploma in Regulated Financial Planning. Emphasise your track record in building client relationships and delivering compliant financial advice.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for financial advising and your desire to work in a self-employed capacity. Mention how you align with Saltus's mission to improve clients' relationships with their wealth and your commitment to high-quality service.
Showcase Your Skills:In your application, highlight your excellent communication and organisational skills. Provide examples of how you've successfully managed client portfolios and maintained compliance standards in previous roles.
Express Your Ambition:Convey your ambition to grow your business within a supportive framework. Discuss your strategies for leveraging referrals, marketing, and networking to expand your client base, demonstrating your proactive approach to business development.
How to prepare for a job interview at Saltus Partners LLP
✨Showcase Your Client Relationship Skills
As a Financial Adviser, your ability to build and maintain client relationships is crucial. Prepare examples of how you've successfully managed client portfolios and fostered trust over time. This will demonstrate your capability to thrive in a self-employed role.
✨Highlight Your Technical Knowledge
Make sure to discuss your understanding of various financial products and regulations. Being well-versed in areas like pensions, investments, and estate planning will show that you are equipped to provide high-quality advice, which is essential for this position.
✨Emphasise Your Independence and Flexibility
Since the role offers freedom and flexibility, share your experiences of working independently. Talk about how you manage your schedule and client interactions effectively, showcasing your self-motivation and organisational skills.
✨Prepare Questions About Support and Growth Opportunities
Demonstrating your interest in the support and resources available at Saltus can set you apart. Prepare thoughtful questions about their training programmes, technology, and marketing support to show that you're serious about growing your business within their framework.
