Financial Planner

Job Title: Financial Adviser

Industry: Financial Planning

Location: Colchester, Essex

Salary: up to £65,000

Job Reference: 9170

Recruit UK are working on an exciting opportunity for a Financial Adviser to join a Financial Planning firm in Colchester!

Our client is an independent financial planning company, service clients across Essex and the surrounding area. They specialise in offering a bespoke service to all clients, including retirement planning, tax planning, investment management and more!

Due to restructuring, they are looking to bring on an adviser to take over a small client book. You’ll be busy servicing clients from day 1, with support from a dedicated administration team. There will also be ample opportunity for you to develop your own network and client base, with support from management.

Benefits:

• Competitive salary of up to £65,000
• Discretionary bonus based on company performance
• Generous commission based on recurring and new business
• Up to 23 days holiday
• Hybrid working, manage your own diary
• Pension contribution
• Christmas closure and birthday off
• Exam support, if you are keen to become Chartered
• Administration support
• Opportunity to work with Directors to improve business structure/strategies
• Private medical

Skills and experience required:

• 2 years experience working as a Financial Adviser
• Diploma Level 4
• Competent Adviser Status
• Experience managing and building client relationships
• No existing client book required, although you can bring if applicable

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Financial Adviser.

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.