Independent Financial Adviser, Colchester, Essex, Hybrid working, £50k - £70k basic

ZipRecruiter; Colchester; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

An established industry player seeks an experienced Independent Financial Adviser to join their team. This role involves managing a transitioning client bank and bringing in new clients, offering significant flexibility with hybrid working options. With a competitive salary and a strong benefits package, this opportunity is perfect for those passionate about delivering exceptional client service to high-net-worth individuals. If you're looking to make a meaningful impact in a supportive environment, this position is an excellent fit.

Qualifications

• At least three years of financial advising experience.
• Ability to work with high-net-worth individuals.

Responsibilities

• Manage a client bank transitioning from a retiring adviser.
• Generate new business through referrals and recommendations.

Skills

Financial Advising

Client Management

High-Net-Worth Client Service

Education

Relevant Financial Qualification

Job description

Job Description

Salary: £50k - £70k basic plus an attractive bonus and benefits package

Hybrid working (1-2 days a week in the office)

A well-established firm, operating for over 15 years with a stellar reputation for delivering holistic advisory services, is seeking an experienced Independent Financial Adviser to join their team. This opportunity arises as part of their growth strategy and involves managing a client bank transitioning from a retiring adviser over the next three years, while also bringing in new clients.

The firm specialises in serving families, retirees, and some City professionals, with clients holding between £150k and £350k in investable assets. Renowned for their high-quality service, they attract new business purely through referrals and recommendations. The client base is geographically diverse, spanning East Anglia and London, and reflects the company’s commitment to providing exceptional advisory services.

This position is ideal for a Financial Planner with at least three years of solid advising experience, who possesses the gravitas and expertise to work with high-net-worth individuals and deliver outstanding client service. While the Directors do not require you to bring an existing AUM, they are open to advisers with clients who align with their investment proposition. The role offers significant flexibility, allowing you to work from home and manage your schedule effectively.

In addition to the competitive £50k-£70k basic salary, the package includes hybrid working options, a strong benefits offering, and the opportunity to manage both existing clients and generate new business.

If this sounds like the right opportunity for you, please reach out to Joanna at FD for more details or to express your interest.