Independent Financial Adviser

Service Service; Colchester; Vor Ort; GBP 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

On Target Earnings of 150K

25 days holiday + BH

Matched pension contribution

Private Medical Insurance

Cycle to Work scheme

Birthday off

EV Scheme

Company events

Use of company shared vehicle

Zusammenfassung

Service Service, a wealth management firm near Colchester, is seeking a professional to deliver expert financial advice, retirement planning, and personalised wealth solutions. You will build and manage long-term client relationships independently and ensure all advice complies with FCA regulations.

The role requires Level 4 Diploma in Regulated Financial Planning, strong communication and analytical skills, and proficiency with Microsoft Office.

Qualifikationen

• You will hold the CII/LIBF Level 4 Diploma in Regulated Financial Planning.
• You will have previous experience in financial services administration, sales, financial planning.
• A strong understanding of FCA regulations and financial operations.
• You will possess strong analytical skills to interpret complex financial data.

Aufgaben

• You will deliver expert financial advice, strategic planning, and personalised wealth solutions.
• You will specialise in retirement planning, investments, pensions, drawdown, annuities, and protection.
• You will build and manage long-term client relationships independently.
• You will manage your own workload, diary, and client meetings effectively.
• You will ensure all advice and actions comply with FCA regulations and company standards.

Kenntnisse

Communication

Interpersonal skills

Presentation skills

Analytical skills

Ausbildung

CII/LIBF Level 4 Diploma in Regulated Financial Planning

Tools

Microsoft Office / Outlook

Excel

Jobbeschreibung

My client is a wealth management firm based in the north east of Essex just outside of Colchester, where they have been trading for over thirty years. The business is client focused, providing independent advice on retirement and investments, a team of over fifty financial planning professionals, you can rest assured you are joining a great team of experienced, hard-working individuals who can assist you in your career journey.

Key Responsibilities

• You will deliver expert financial advice, strategic planning, and personalised wealth solutions.
• You will specialise in retirement planning, investments, pensions, drawdown, annuities, and protection.
• You will build and manage long-term client relationships independently.
• You will manage your own workload, diary, and client meetings effectively.
• You will ensure all advice and actions comply with FCA regulations and company standards.

Essential Requirements & Qualifications

• You will hold the CII/LIBF Level 4 Diploma in Regulated Financial Planning.
• You will have previous experience in financial services administration, sales, financial planning.
• A strong understanding of FCA regulations and financial operations.
• You will have exceptional communication, interpersonal, and presentation skills.
• You will possess strong analytical skills to interpret complex financial data.
• Proficiency in Microsoft Office Suite and Outlook; particularly Excel
• Hold a UK Driving License and access to a car

Benefits

On Target Earnings of 150K

25 days holiday + BH (my client also closes over the Christmas period)

Matched pension contribution scheme

Private Medical Insurance (after probation period)

Cycle to Work scheme

Birthday off

EV Scheme

Company events

Use of company shared vehicle