Financial Advisor

Financial Adviser

Colchester, Essex Hybrid £60,000-£80,000 + quarterly bonus

If you are an experienced Financial Adviser looking for an established client bank rather than having to build from scratch, this role offers a strong starting point. You will take over clients from a retiring adviser, with a particularly strong emphasis on intergenerational wealth planning.

The Business

You will be joining an established independent financial planning business providing holistic advice to private clients across the region.

The business is continuing to grow both organically and through acquisition and has recently strengthened its support team with the addition of two paraplanners and an administrator.

The Role

You will take responsibility for an existing client bank being handed over by a retiring adviser. The exact size of the bank is still being determined, but the intention is to give the incoming adviser an established base of client relationships.

A key part of the brief is intergenerational wealth planning, so the business is particularly interested in an adviser with the experience to work effectively in this area.

The position is based in Colchester and offers hybrid working.

What they are looking for

The business is looking for:

• An experienced Financial Adviser.
• Strong experience or a clear focus on intergenerational wealth planning.
• Someone established in their advisory career who is comfortable taking responsibility for an existing client bank.

Benefits

• £60,000-£80,000 salary.
• Quarterly bonus calculated at 20% of business written, with no validation requirement.
• Additional employee benefits are provided.

Applying

If you are an experienced Financial Adviser looking for an established client bank, strong earning potential and a role based outside London, apply today or contact Finlink for a confidential conversation.