Financial Adviser

Service Care Solutions; Colchester; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A nationwide Independent Financial Advisory firm in Essex is seeking an experienced Financial Adviser to join its team. The role involves providing high-quality financial planning advice, developing long-term client relationships, and collaborating with team members to deliver exceptional service. Candidates should possess a Level 4 Diploma and have experience in a regulated environment. The position offers a competitive salary ranging from £60,000 to £80,000 plus bonuses, fostering a collaborative culture and professional development.

Benefits

£250 referral bonus

Professional development support

Qualifications

• Fully qualified Financial Adviser required.
• Experience delivering independent financial advice in a regulated environment.
• Experience managing or developing an existing client bank.

Responsibilities

• Provide high-quality independent financial planning advice.
• Develop long-term client relationships to meet financial objectives.
• Work collaboratively with colleagues to ensure excellent client service delivery.

Skills

Client relationship management

Communication skills

Professionalism

Integrity

Confidence using financial planning tools

Education

Level 4 Diploma in Financial Advising

Tools

Financial planning tools

Cashflow modelling tools

Job description

Financial Adviser

Location: Essex

Contract: Permanent

Salary: £60,000 - £80,000 per annum + bonuses

Start Date: ASAP

Contact: (url removed)

Hybrid Working

Service Care Solutions are recruiting on behalf of a leading nationwide Independent Financial Advisory firm for an experienced Financial Adviser to join their growing team in Essex. This is an opportunity to join a firm focused on long-term financial planning rather than product‑led sales, delivering high-quality, bespoke advice to individuals, families, and businesses.

The role provides access to an existing client bank, enabling immediate client engagement while supporting sustainable growth. The firm places strong emphasis on culture, collaboration, and professional development, offering advisers the tools, autonomy, and support required to deliver exceptional client outcomes.

Key Responsibilities

• Provide high-quality independent financial planning advice to clients, aligned with regulatory and conduct requirements.
• Develop and maintain long‑term client relationships, supporting clients in achieving their financial objectives.
• Deliver advice across a broad range of financial planning areas, supported by leading planning and administration tools.
• Build relationships through professional networks, referrals, and digital platforms where appropriate.
• Work collaboratively with paraplanners, administrators, and colleagues to ensure consistent client service delivery.
• Contribute positively to the firm's culture, values, and community‑focused initiatives.

Candidate Criteria

• Fully qualified Financial Adviser (Level 4 Diploma minimum).
• Experience delivering independent financial advice in a regulated environment.
• Strong client relationship management and communication skills.
• High standards of professionalism, integrity, and ethical conduct.
• Experience managing or developing an existing client bank.
• Confidence using financial planning and cashflow modelling tools.

If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed).

Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.