Financial Advisor

Our client, based in Colchester is excited to announce that they are recruiting a Financial Advisor to join their growing team.

Responsibilities

• Provide independent financial advice across pensions, investments, protection and wealth management.

• Manage and develop an existing client portfolio while generating new business through referrals, networking and professional relationships.

• Deliver compliant, client-focused financial planning in line with FCA regulations and company standards.

• Build long-term client relationships and support business growth.

• Use financial planning technology including Conquest, PlannerPal and Power BI.

• Maintain CPD and regulatory competence.

Key Requirements

• Minimum 5 years' experience as an Independent Financial Adviser.

• Level 4 Diploma (or equivalent) in Financial Planning.

• Strong knowledge of UK financial services, pensions, investments and protection.

• Excellent communication, analytical and relationship management skills.

• Commercially minded with a proven ability to develop business and manage client relationships.

Benefits

• Hybrid working

• 25 days annual leave

• Free parking

• Holiday trading scheme

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful