Financial Planner – Inherit Loyal Client Portfolio, Hybrid

Jobs4; Colchester; Hybrid; GBP 48,000 - 80,000; Full time

Benefits offered by this job

Hybrid working

Excellent benefits package

Competitive bonus scheme

Existing client portfolio to inherit

Full paraplanning and administration支持

Job summary

Jobs4 is seeking a Financial Adviser for an established wealth management firm near Colchester, Essex. You will inherit an existing client portfolio and deliver holistic, independent financial planning across pensions, investments, protection and retirement planning.

With full paraplanning and administration support, you will focus on client service, build long-term relationships, and grow the book through referrals.

Qualifications

• Level 4 Diploma in Regulated Financial Planning (minimum).
• Previous experience providing regulated financial advice.
• Strong relationship-building and communication skills.
• Client-centric and ethical approach to financial planning.
• Ability to manage existing relationships while developing new business opportunities.
• A desire to continue your professional development.

Responsibilities

• Take over and develop an existing portfolio of loyal clients.
• Deliver holistic, independent financial planning across pensions, investments, protection and retirement planning.
• Build long-term relationships through exceptional client service.
• Conduct regular client reviews and identify opportunities for ongoing financial planning.
• Work closely with an experienced paraplanning and client support team to deliver an outstanding client experience.
• Generate additional business through referrals and professional introducers.
• Ensure all advice is compliant with FCA regulations and internal standards.

Skills

Relationship-building

Communication skills

Client-centric approach

Ethical financial planning mindset

Business development capabilities

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Jobs4 is seeking a Financial Adviser for an established wealth management firm near Colchester, Essex. You will inherit an existing client portfolio and deliver holistic, independent financial planning across pensions, investments, protection and retirement planning.

With full paraplanning and administration support, you will focus on client service, build long-term relationships, and grow the book through referrals.