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Financial adviser

Colchester (Essex)
MCS Group | Your Specialist Recruitment Consultancy
Financial advisor
Posted: 3h ago
Offer description

Financial Adviser

MCS Group is looking for a skilled Financial Adviser to join a growing, renowned independent financial advisory firm. This is a brand new, full-time permanent job opportunity.

This is a fantastic opportunity that could cater to an adviser either in the early stages of their career, or someone with several years' experience who is looking to join an established firm.

The Company:

Employed position - enjoy the stability of a salary and bonus structure

Full client bank provided - inherit long-standing, loyal clients from day one

Administrative & paraplanning support - focus on giving advice, not chasing paperwork

Work with a well-established practice that values personal service and professional development

The Rewards:

As the successful Financial Adviser, you will receive the following:

* Generous salary / total compensation
* Clearly outlined career growth
* Generous total benefits package

The Role:

* As the successful Financial Adviser, you will play a key role in:
* Manage a portfolio of existing clients with ongoing financial advice and reviews
* Build new relationships and attract new business through referrals and networking
* Provide holistic advice on business & personal financial solutions, savings & investments, mortgages
* Maintain accurate and compliant client records and reports
* Contribute to the practice's growth and reputation

The Person:

The successful Financial Adviser will meet the following criteria:

* Minimum Level 4 Diploma in Financial Planning (DipPFS or equivalent)
* Ideally CAS (Competent Adviser Status)
* Either currently advising or ready to step up into a client-facing advisory role
* Professional, ethical, and highly personable approach to client service
* Strong communication and relationship-building skills

To speak in absolute confidence about this Financial Adviser opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group on 028 9693 5531

Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs www.mcsgroup.jobs

Not all agencies are the same…MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.

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