Financial Advisor, Offices near Colchester, Up to £55,000 (DOE), Hybrid working

ZipRecruiter; Colchester; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Adviser to manage an existing client base and attract new clients. With a strong focus on holistic advisory services, this role offers the chance to work with a diverse portfolio of clients, from families to corporate professionals. The company prides itself on its supportive culture and commitment to high-quality service. You will benefit from hybrid working arrangements and a comprehensive benefits package, making this an excellent opportunity for career progression and professional growth. If you have a Level 4 Diploma in Regulated Financial Planning and a passion for client service, this position could be your next step.

Qualifications

• At least 2 years of advising experience with private and corporate clients.
• Ability to provide high-quality service to clients.

Responsibilities

• Manage existing clients and provide ongoing support.
• Bring on new clients through recommendations and referrals.

Skills

Financial Advising

Client Management

Regulated Financial Planning

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Job Description

Manage Existing Client Base (Employed or Self-Employed Opportunities)

Career Progression - Study Support, Supportive Culture, Great Opportunity - Full Support Given - Hybrid Working

A key client of mine, due to growth, is looking for a Financial Adviser who can manage an existing book of business from a retiring adviser, as well as bring on new clients. The company has been operating for over 15 years and has built an outstanding reputation for providing holistic advisory services to families, retirees, and City professionals. Their clients hold investments ranging from £150k to £500m, and they pride themselves on offering the highest quality service. New business is generated purely through recommendation and referral. The clients are geographically spread across East Anglia and London.

This role is suitable for a Financial Planner with a Level 4 Diploma in Regulated Financial Planning or an equivalent diploma. You should have at least 2 years of solid advising experience, with the gravitas and capabilities to work with both private and corporate clients, providing a high-quality service. The Directors do not require an adviser to bring AUM, but if you have some clients that fit their investment proposition, they would welcome this.

Responsibilities:

1. Manage existing clients
2. Bring on new clients

This position offers hybrid working and an attractive benefits package. Would this be of interest? Get in touch with Sam at Financial Divisions.