Financial Adviser – Inherit Existing Client Bank - Near

Position: FINANCIAL ADVISER – Inherit Existing Client Bank - Near
FINANCIAL ADVISER – Inherit Existing Client Bank
-Near Colchester, Essex Salary Up to £80,000  Bonus  Benefits - Permanent, Hybrid (2 days in office) An award-winning, independent Wealth Management firm near Colchester is seeking an experienced Financial Adviser to join their established and growing team. This is a fantastic opportunity to inherit an established client portfolio from day one and develop existing relationships while identifying opportunities to grow your client bank.

• Take over and develop an existing portfolio of loyal clients
• Deliver holistic, independent financial planning across pensions, investments, protection and retirement planning
• Build long-term client relationships through exceptional service
• Conduct regular client reviews and identify planning opportunities
• Work with an experienced paraplanning and admin team to deliver outstanding client experience
• Generate additional business through referrals and professional introducers
• Ensure all advice meets FCA regulatory standards Applications are welcomed from Advisers at various career stages. You will ideally have:
• Level 4 Diploma in Regulated Financial Planning (minimum)
• Previous experience providing regulated financial advice
• Strong relationship-building and communication skills
• Client-centric and ethical approach to financial planning
• Ability to manage existing relationships while developing new business
• Commitment to ongoing professional development What's on Offer
• Salary up to £80,000 (depending on experience)
• Competitive bonus scheme
• Hybrid working arrangement
• Established client portfolio to inherit
• Full paraplanning and administration support
• Professional referral network
• Ongoing professional development and exam support
• Excellent benefits package
• Long-term career progression

To apply or discuss in confidence, please contact Jo at Financial Divisions.