Independent Financial Adviser

Service Service; Essex; On-site; GBP 120,000 - 180,000; Full time

Benefits offered by this job

On Target Earnings 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

Job summary

Service Service in Essex near Colchester is seeking a wealth management professional to provide expert advice on retirement and investments. You will work with a team of over fifty financial planning specialists, delivering tailored wealth solutions and building durable client relationships.

The role emphasizes independent client management, strategic planning and compliance with FCA regulations. A strong background in financial planning, regulatory knowledge and Excel proficiency is essential.

Qualifications

• Holder of the Level 4 Diploma in Regulated Financial Planning.
• Experience in financial services administration, sales or planning.
• Strong FCA regulations knowledge and financial operations understanding.
• Excellent communication, interpersonal and presentation skills.
• Strong analytical ability to interpret complex financial data.

Responsibilities

• Deliver expert financial advice, strategic planning and wealth solutions.
• Specialise in retirement planning, investments, pensions and protection.
• Build and manage long-term client relationships independently.
• Manage your workload, diary and client meetings effectively.
• Ensure all advice complies with FCA regulations and company standards.

Skills

Client relationship management

Regulatory knowledge

Communication skills

Analytical skills

Excel proficiency

Education

CII/LIBF Level 4 Diploma in Regulated Financial Planning

Tools

Microsoft Office Suite

Outlook

Job description

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