Independent Financial Adviser
Listed on 2026-09-22
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services, Financial Sales
Job
91156
Location
Colchester
Salary
£55,000 - £80,000 Per Annum
Employment Type
Permanent
- Location:
Colchester, Essex - Type:
Permanent - Job #91156
- Salary: £55,000 - £80,000 Per Annum
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 OpportunityThe 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.
- 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
- 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.
Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner
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