Financial Planner

Nigel James Associates Ltd; Colchester; On-site; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Performance-based bonuses

Full benefits package including pension and healthcare

25 days annual leave plus bank holidays

Community involvement opportunities

Support with networking events

Job summary

A national wealth group is seeking a Financial Planner in Colchester. This role offers an established client bank and opportunities for business growth through networking. The ideal candidate will have at least Level 4 qualifications and a minimum of 5 years' experience as an Independent Financial Adviser. The comprehensive benefits package includes a salary of £70,000 - £90,000, bonus opportunities, and flexible benefits, along with a collaborative company culture that encourages professional growth.

Qualifications

• Minimum 5 years of experience as an Independent Financial Adviser.
• Experience managing HNW clients.
• Strong technical knowledge across wealth management, investments, and pensions.

Responsibilities

• Manage an existing bank of HNW clients.
• Build business through networking and professional relationships.
• Support clients throughout their financial journey.

Skills

Client relationship management

Financial planning knowledge

Networking

Communication skills

Adaptability

Education

Level 4 qualified (financial services)

Chartered status (preferred)

Tools

Financial planning software

Job description

Nigel James Associates Ltd provided pay range

This range is provided by Nigel James Associates Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Nigel James Associates Ltd

Nigel James Associates have been appointed to recruit for a Financial Planner opportunity with a well-respected national wealth group.

This is a brilliant opportunity for an experienced Financial Planner looking for their next move. You'll be taking over an existing bank of HNW clients whilst also building your business through networking and developing relationships with professional introducers.

It's a proper balance - you'll have an established client bank to work with from day one, giving you immediate engagement opportunities, but also the scope and support to grow your own book through your connections and business development skills.

The business is growing rapidly with strong financial backing and a clear vision for the future. They focus on helping clients plan for a life well lived, supporting them through every stage of their financial journey.

What's Required?

• Level 4 qualified as a minimum (ideally working towards Chartered or already Chartered)
• Minimum 5 years' experience as an Independent Financial Adviser
• Experience managing HNW clients
• Strong technical financial planning knowledge across wealth management, pensions, protection, and investments
• Excellent client relationship and communication skills
• Entrepreneurial attitude with ability to adapt to changing market requirements
• This role suits someone who's confident with existing clients but also enjoys getting out there, building connections, and developing the business.

Why Join?The package:

• Salary of £70,000 - £90,000 depending on experience
• Performance-based bonus on client fee income
• Full benefits package including pension, holiday, holiday trading scheme, healthcare benefits, life cover and other flexible benefits
• 25 days annual leave plus bank holidays
• Community involvement opportunities
• Support with networking through company-sponsored events
• Access to leading financial planning software and tools

Our client is serious about creating a place where people belong and can grow. The culture is collaborative with honest feedback and shared success. They're committed to making a positive impact both for clients and in the wider community.

If you're an experienced Financial Planner looking for your next move and this sounds like the kind of role you'd be interested in, get in touch or apply with an up-to-date CV.

Seniority level

Mid-Senior level

Employment type

Full-time