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Financial Advisor
Job in
Colchester, Essex County, CO1, England, UK
Listed on 2026-08-04
Listing for:
Clear Legal & Financial Recruitment
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Our client, based in Colchester is excited to announce that they are recruiting a Financial Advisor to join their growing team.
Responsibilities- Provide independent financial advice across pensions, investments, protection and wealth management.
- Manage and develop an existing client portfolio while generating new business through referrals, networking and professional relationships.
- Deliver compliant, client-focused financial planning in line with FCA regulations and company standards.
- Build long-term client relationships and support business growth.
- Use financial planning technology including Conquest, Planner Pal and Power BI.
- Maintain CPD and regulatory competence.
- Minimum 5 years' experience as an Independent Financial Adviser.
- Level 4 Diploma (or equivalent) in Financial Planning.
- Strong knowledge of UK financial services, pensions, investments and protection.
- Excellent communication, analytical and relationship management skills.
- Commercially minded with a proven ability to develop business and manage client relationships.
- Hybrid working
- 25 days annual leave
- Free parking
- Holiday trading scheme
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