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Independent Financial Adviser - Manage Existing Client Base - £45,000 - £65,000 basic salary plus...

Financial Divisions
Posted 10 hours ago, valid for 6 days
Location

Colchester, Essex CO6 3JQ, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for an Independent Financial Adviser, managing an existing client base with a salary range of £45,000 to £65,000 plus an attractive bonus scheme and benefits package.
  • The role involves managing a client bank generated from a retiring adviser over the next three years, with clients primarily located in South England and East Anglia.
  • Candidates should be Diploma Qualified Financial Planners with at least 3 years of solid advising experience, capable of providing high-quality service to families, retirees, and some elite professionals.
  • The company, which has been in operation for over 30 years, prides itself on its holistic advisory services and generates new business through recommendations and referrals.
  • Hybrid working is available, and the role presents an opportunity for career advancement within a supportive and collaborative team.

Independent Financial Adviser - Manage Existing Client Base - £45,000 - £65,000 basic salary plus attractive bonus scheme and benefits package - Manage client bank generating from retiring adviser over the next 3 years - Offices in Colchester, Essex - Hybrid working Available, supportive collaborative team

Due to expansion my client is looking for a Financial Adviser who can manage an existing book of business. The company has been operating for over 30 years and has built an outstanding reputation for providing holistic advisory services to families, retirees and some City professionals. They also manage the affairs of some elite sports professionals and public figures. Their clients hold anything between £150,000- £500,000of investable assets and they pride themselves on offering the highest quality service and generate new business purely through recommendation and referral. The clients are geographically spread across South England & East Anglia,This role will be suitable for a Diploma Qualified Financial Planner with at least 3 years of solid advising experience who has the gravitas and capabilities to work with individuals and provide a quality service. The Directors do not require an adviser to bring AUM with them, but if you have some clients who fit their investment proposition then they would welcome this. The role would offer hybrid working and an opportunity for an Advisor who is ready to take their career to the next level.£45k - £65k basic salaryManage existing clients South England and East Anglia based families, retirees and City professionalsHybrid working and attractive benefits packageWould this Independent Financial Adviser position be of interest at all? get in touch with Sam at Financial Divisions

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.