Description

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