Independent Financial Adviser – Colchester – Up to £70,000
Our Client is a bespoke independent Financial Planners, based in Colchester and East-Anglia. Due to an extremely fruitful period of business in addition to an experienced member of staff taking retirement, they are now looking to add a new member to the Financial Planning team.
The Opportunity
The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help take on a number of the company’s client’s moving forward. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you are an existing IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to work with a number of the firms existing connections, whilst being given the tools to self-generate additional business.
What’s needed for me to be considered?
- Hold previous experience within an IFA / Financial Planning Practice
- Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
- Previous experience dealing with High Net Worth Clients desirable but not essential
- A strong understanding of Pensions and Investment products advantageous
Benefits:
- Existing client bank to be taken over from retiring adviser
- Pension: Employer contribution of 3%, with salary sacrifice for employee contributions increasing to 5% after two years’ service.
- 25 days’ annual leave plus public holidays.
- Holiday trading scheme allowing the purchase of up to 5 additional days of annual leave.
- Discretionary new business incentive scheme.
- Life cover: 4× basic salary.
- Healthcare cash plan.
- Free mortgage advice.
- 1 day of Community Involvement Leave per annum.
- Employee Assistance Programme.
- Shopping discount platform.
- Free parking at the offices.
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Job Synonyms:
Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner