Independent Financial Advisor

Our client is a highly regarded regional financial planning firm and part of one of the UK's fastest-growing independent wealth management groups. With an established reputation for delivering personalised financial advice and a strong pipeline of growth through acquisitions, the business offers advisers genuine long-term career development alongside a collaborative, client-first culture.

An exciting opportunity has arisen for an ambitious Independent Financial Adviser to join a growing advisory team in Colchester.

You'll inherit an established client bank from day one, supported by experienced paraplanning, administration and compliance teams, allowing you to focus on delivering exceptional advice and developing deeper client relationships

Alongside existing clients, you'll be encouraged to generate new business through professional introducers, networking events, digital channels and your own commercial initiatives. The business also invests heavily in technology, providing modern financial planning tools including cashflow modelling, AI-supported administration and business intelligence reporting

• Provide holistic independent financial planning advice across pensions, investments and protection whilst delivering outstanding client outcomes.
• Develop and strengthen existing client relationships to identify ongoing planning opportunities
• Build new professional relationships through networking, referrals and digital engagement
• Work closely with dedicated paraplanning and compliance teams to deliver an efficient client journey
• Maintain FCA compliance standards and complete ongoing CPD.