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Junior Financial Adviser

Recruit UK
Posted 10 hours ago, valid for 11 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 Junior Financial Adviser position is available in Colchester, Essex, with a salary of £45,000 plus benefits.
  • Candidates should have at least 1 year of experience as a Financial Adviser and hold CAS status.
  • The role involves inheriting a client bank and building relationships while providing tailored financial plans.
  • The company offers strong back-office support, compliance teams, and opportunities for long-term career progression.
  • Recruit UK is committed to equality, diversity, and providing honest feedback throughout the recruitment process.

Job Title: Junior Financial Adviser

Industry: Wealth Management

Location: Colchester, Essex.

Salary: £45,000 plus

Job Reference: 9402

Job Description:

Recruit UK is working on an excellent opportunity for an experienced Financial Adviser to join a respectable Wealth Management Company.

They are well respected in Colchester and are firmly established.

They are actively seeking a Junior Financial Adviser to join the current team and inherit a client bank. They have an excellent back-office support system.

As a junior adviser, you should want to build relationships with the clients and help create a plan that’s right for them. The team you’d be joining currently are advising HNW and continue to expand their UK client base.

With a reputation for excellent client service, a transparent fee structure and top-tier service, you can feel confident knowing you’re working with a trusted name in the industry.

My client specialises in whole of market.

Skills and experience required:

  • 1 years plus Financial Advisor experience
  • CAS status
  • Strong analytical skills and attention to detail
  • Excellent communication skills
  • Ability to work independently and collaboratively

Benefits:

  • Paraplanning support provided
  • Compliance team in place.
  • Long-term career progression opportunities
  • Client bank to inherit
  • Pension contribution
  • Xmas closure

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a financial planning firm based in Lancashire on an experienced financial adviser role.

Our commitment to you:

  • Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Apply now in a few quick clicks

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.