Independent Financial Adviser

2 months ago


Colchester, United Kingdom Recruit Assist Full time

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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