Independent Financial Adviser - Colchester - Up to £60,000
Our Client is a bespoke independent Financial Planners, based in Colchester and East-Anglia. Due to an extremely fruitful period of business in addition to an experienced member of staff taking retirement, they are now looking to add a new member to the Financial Planning team.
The Opportunity
The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help take on a number of the company’s client's moving forward. There is a client bank available of value between £25m - £30m AUM ranging in size and client type.
As the firm are chartered and growing there is long term scope to move into a Director and leadership role long-term.
What’s needed for me to be considered?
* Hold previous experience within an IFA / Financial Planning Practice
* Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
* Previous experience dealing with High Net Worth Clients desirable but not essential
* A strong understanding of Pensions and Investment products advantageous
Benefits:
Existing client bank to be taken over from retiring adviser
* Pension: Employer contribution of 3%, with salary sacrifice for employee contributions increasing to 5% after two years’ service.
* 25 days’ annual leave plus public holidays.
* Holiday trading scheme allowing the purchase of up to 5 additional days of annual leave.
* Discretionary new business incentive scheme.
* Life cover: 4× basic salary.
* Healthcare cash plan.
* Free mortgage advice.
* 1 day of Community Involvement Leave per annum.
* Employee Assistance Programme.
* Shopping discount platform.
* Free parking at the offices.