Financial Advisor

Clear Legal & Financial Recruitment; Great Bentley; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

25 days annual leave

Free parking

Holiday trading scheme

Job summary

Clear Legal & Financial Recruitment is seeking a Financial Advisor in Colchester to provide independent financial advice across pensions, investments, protection and wealth management. You will manage an existing client portfolio and develop new business through referrals and networking.

You will work to deliver compliant, client-focused financial planning in line with FCA regulations, maintaining CPD and regulatory competence and building long-term client relationships to support business

Qualifications

• Excellent communication, analytical and relationship management skills.
• Strong knowledge of UK financial services, pensions, investments and protection.
• Commercially minded with a proven ability to develop business and manage client relationships.

Responsibilities

• Provide independent financial advice across pensions, investments, protection and wealth management.
• Manage and develop an existing client portfolio while generating new business through referrals, networking and professional relationships.
• Deliver compliant, client-focused financial planning in line with FCA regulations and company standards.
• Build long-term client relationships and support business growth.
• Use financial planning technology including Conquest, PlannerPal and Power BI.
• Maintain CPD and regulatory competence.

Skills

Relationship management

Communication

Analytical skills

Financial planning knowledge

Education

Level 4 Diploma in Financial Planning

Tools

Conquest

PlannerPal

Power BI

Job description

Our client, based in Colchester is excited to announce that they are recruiting a Financial Advisor to join their growing team.

Responsibilities

• Provide independent financial advice across pensions, investments, protection and wealth management.
• Manage and develop an existing client portfolio while generating new business through referrals, networking and professional relationships.
• Deliver compliant, client-focused financial planning in line with FCA regulations and company standards.
• Build long-term client relationships and support business growth.
• Use financial planning technology including Conquest, PlannerPal and Power BI.
• Maintain CPD and regulatory competence.

Key Requirements

• Minimum 5 years' experience as an Independent Financial Adviser.
• Level 4 Diploma (or equivalent) in Financial Planning.
• Strong knowledge of UK financial services, pensions, investments and protection.
• Excellent communication, analytical and relationship management skills.
• Commercially minded with a proven ability to develop business and manage client relationships.

Benefits

• Hybrid working
• 25 days annual leave
• Free parking
• Holiday trading scheme