Wealth & Retirement Planner – Independent Adviser (OTE £150k)

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

Benefits offered by this job

On Target Earnings of 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, a wealth management firm near Colchester, is seeking a professional to deliver expert financial advice, retirement planning, and personalised wealth solutions. You will build and manage long-term client relationships independently and ensure all advice complies with FCA regulations.

The role requires Level 4 Diploma in Regulated Financial Planning, strong communication and analytical skills, and proficiency with Microsoft Office.

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 possess strong analytical skills to interpret complex financial data.

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.

Skills

Communication

Interpersonal skills

Presentation skills

Analytical skills

Education

CII/LIBF Level 4 Diploma in Regulated Financial Planning

Tools

Microsoft Office / Outlook

Excel

Job description

Service Service, a wealth management firm near Colchester, is seeking a professional to deliver expert financial advice, retirement planning, and personalised wealth solutions. You will build and manage long-term client relationships independently and ensure all advice complies with FCA regulations.

The role requires Level 4 Diploma in Regulated Financial Planning, strong communication and analytical skills, and proficiency with Microsoft Office.