Independent Financial Adviser
2 months ago
A great opportunity to work with an established business providing independent financial advice to its clients. The role is due to continued company growth.
**Duties**
- Preparing sound financial plans to ensure clients meet their goals
- Advising clients on current financial issues and making recommendations
- Generating new business and building ongoing relationships
- Maintaining existing client relationships
- Complying with company compliance and administrative processes
**Requirements**:
Diploma qualified (CII Level 4), ideally Chartered, or moving towards Chartered
Have at least two years previous experience of working in a paraplanning, adviser or equivalent role
Excellent communication skills both written and spoken along with great customer-care skills
Must have a great aptitude for Maths
Able to work under own initiative, and be able to prioritise work effectively
**Salary**: £35,000.00-£50,000.00 per year
Hours Monday to Friday
Company pension and life insurance
Bonus scheme
Office Based position
On-site Parking
**Job Types**: Full-time, Permanent
**Salary**: £35,000.00-£50,000.00 per year
**Benefits**:
- Company pension
- Life insurance
- On-site parking
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Ability to commute/relocate:
- Colchester: reliably commute or plan to relocate before starting work (required)
**Experience**:
- Diploma Qualified: 2 years (preferred)
- IFA: 2 years (preferred)
Work Location: In person
Reference ID: RECASS/FinancialAdviser
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