Independent Financial Adviser, Offices in Colchester (Essex), £50k - £70k, Hybrid working

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

Job summary

An established industry player is seeking a skilled Financial Adviser to manage a client bank and attract new clients. This role offers the flexibility of hybrid working, allowing you to work from home while still engaging with clients in person once or twice a week. With a strong reputation for holistic advisory services, the company prides itself on delivering exceptional service to high-net-worth individuals. If you have a passion for financial planning and a commitment to quality, this opportunity could be the perfect fit for you.

Qualifications

• At least 3 years of solid advising experience.
• Experience working with high-net-worth individuals.

Responsibilities

• Manage client bank generated from retiring adviser.
• Bring on new clients and provide high-quality service.

Skills

Financial Advising

Client Management

Holistic Advisory Services

Education

Relevant Financial Qualification

Job description

Job Description

£50k - £70k basic salary plus attractive bonus and benefits package

Manage client bank generated from retiring adviser over the next 3 years and bring on new clients

Hybrid working - come to offices once or twice a week

A key client of mine, with whom we have worked for the past 5 years, is looking for a Financial Adviser due to growth. The company has been operating for over 15 years and has built an outstanding reputation for providing holistic advisory services to families, retirees, and some City professionals. Their clients typically hold between £150k - £350k of investable assets, and they pride themselves on offering the highest quality service, generating new business through recommendation and referral. The clients are geographically spread across East Anglia and London.

This role is suitable for a Financial Planner with at least 3 years of solid advising experience, capable of working with HNW individuals and providing high-quality service. The Directors do not require an adviser to bring AUM, but those with existing clients fitting their investment profile are welcome. The role offers flexibility to work from home and manage your own affairs.