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

Financial Divisions; 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 from a retiring adviser while also attracting new clients. With a strong reputation built over 15 years, this role offers the opportunity to work with high-net-worth individuals and provide exceptional advisory services. The company values flexibility, allowing advisers to work hybrid, coming into the office only once or twice a week. This position promises a competitive salary and an attractive benefits package, making it an excellent opportunity for those looking to advance their career in financial planning.

Qualifications

• At least 3 years of advising experience with HNW individuals.
• Ability to manage existing clients and bring on new ones.

Responsibilities

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

Skills

Financial Advising

Client Management

Relationship Building

Investment Knowledge

Education

Diploma in Financial Planning

CFP Certification

Job description

Job Description

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

Manage client bank generating 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 whom we have worked with for the past 5 years and due to growth are looking for a Financial Adviser who can manage an existing book of business from a retiring adviser as well as bring on new clients. 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 hold anything between £150k - £350km of investable assets and they pride themselves on offering the highest quality service and generate new business purely through recommendation and referral. The clients are fairly geographically spread across East Anglia and London.

This role will be suitable for a Financial Planner with at least 3 years of solid advising experience who has the gravitas and capabilities to work with HNW individuals and provide a quality service. The Directors do not require an adviser to bring AUM with them, but if you have some clients who fit their investment proposition then they would welcome this. The role would offer lots of flexibility to work from home and manage your own affairs.

£50k - £70k basic salary

Manage existing clients & Bring on new clients

Hybrid working and attractive benefits package

Would this be of interest at all? Get in touch with Sam at Financial Divisions.