Independent Financial Adviser

Eden Rose; Colchester; On-site; GBP 55,000 - 80,000; Full time

Benefits offered by this job

Employer pension scheme (3% with 5% v2

25 days annual leave + public holidays

Holiday trading scheme

New business incentive scheme

Life cover: 4× salary

Healthcare cash plan

Free mortgage advice

Community involvement day

Employee assistance programme

Shopping discounts

Free parking

Job summary

Eden Rose is recruiting an Independent Financial Adviser in Colchester to help manage an existing client base and grow the business. The role suits both experienced IFAs with a strong book and newly qualified advisers seeking a professional environment.

You will work with the firm’s connections and be supported to self-generate additional business while delivering trusted financial planning guidance to clients.

Qualifications

• Hold previous experience within an IFA / Financial Planning Practice.
• Must be qualified to a minimum industry standard of Level 4 Diploma Qualified.
• Previous experience dealing with High Net Worth Clients desirable but not essential.
• A strong understanding of Pensions and Investment products advantageous.

Responsibilities

• Take on a number of the firm’s clients moving forward.
• Self-generate additional business leveraging existing connections and network.

Skills

Client relationships

Pensions knowledge

Investments knowledge

Education

Level 4 Diploma in Financial Planning

Job description

Job Ref

91156

Location

Colchester

Salary

£55,000 - £80,000 Per Annum

Employment Type

Permanent

• Location: Colchester, Essex
• Type: Permanent
• Job #91156
• Salary: £55,000 - £80,000 Per Annum

Independent Financial Adviser – Colchester – Up to £80,000

Our Client is a bespoke independent Financial Planners, based in Colchester and East-Anglia. Due to an extremely fruitful period of business in addition to an experienced member of staff taking retirement, they are now looking to add a new member to the Financial Planning team.

The Opportunity

The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help take on a number of the company’s client’s moving forward. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you are an existing IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to work with a number of the firms existing connections, whilst being given the tools to self-generate additional business.

What’s needed for me to be considered?

• Hold previous experience within an IFA / Financial Planning Practice
• Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
• Previous experience dealing with High Net Worth Clients desirable but not essential
• A strong understanding of Pensions and Investment products advantageous

Benefits

• Existing client bank to be taken over from retiring adviser
• Pension: Employer contribution of 3%, with salary sacrifice for employee contributions increasing to 5% after two years’ service.
• 25 days’ annual leave plus public holidays.
• Holiday trading scheme allowing the purchase of up to 5 additional days of annual leave.
• Discretionary new business incentive scheme.
• Life cover: 4× basic salary.
• Healthcare cash plan.
• Free mortgage advice.
• 1 day of Community Involvement Leave per annum.
• Employee Assistance Programme.
• Shopping discount platform.
• Free parking at the offices.

Job Synonyms

Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner