Job Title: Financial Planner
Industry: Wealth Management
Location: Colchester
Salary: £53,000 plus
Job Reference: 9170
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 Essex and have established for over 20 years.
They are actively seeking a Financial Advisor to join the current team who is determined and willing to win new business. My client is firmly established and have a very strong client bank. As time goes on these clients will be passed down to the new Financial Planner to share the workload. As an experienced advisor you should want to help clients create a plan that’s right for them. So, the very first conversation will simply be listening to the clients circumstances, plans and aspirations. Following on from that the second meeting will be more detailed and understanding what the client has already in place.
My client specialises in most IFA areas.
Skills and experience required:
* 3 years plus Financial Advisor experience
* Track record of winning new business
* CAS status
* In-depth knowledge of FCA regulations, regulatory requirements, and compliance best practicesProven track record of onboarding new clients
* 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
Not the perfect fit? Click here to explore the rest of my jobs in the area.
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 wealth management firm based in Colchester on a financial planning administration 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.