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Wealth Manager (IFA), Colchester

£45000 - £55000 plus benefits and bonuses

Our client is a well-established and multi-award-winning firm that provides a first-class level of service to private clients, business owners and trustees. Presently, the firm have an opportunity for an employed adviser to join the team. 

Currently, the firm have an opportunity for an employed adviser who is professionally qualified to a high calibre and committed to conducting ongoing professional development. By providing up-to-date and appropriate advice, you will be able to develop long term client relationships. You will be required to provide a holistic service to affluent and HNW private clients, SME business owners, professionals. As a result, all work that you undertake will be reinforced by full administration, paraplanning, technical, compliance and business development support.  
Duties and Responsibilities
  • Provide holistic financial planning to prospective and existing clients, meeting their financial goals and objectives. 
  • Undertake regular professional development to ensure each client receives up-to-date and appropriate advice. 
  • Act in a compliant manner and deliver an outstanding level of customer service while ensuring you adhere to the FCA rules and regulations.
  • Professionally service the needs of existing clients, create new opportunities via networking and referrals. 
  • Undertake frequent client meetings with existing and prospective clients while always providing a consistent service to all levels of client.  
  • Meet planned business targets In line with business standards, ensure all client data, business transactions and information are recorded in a timely manner. 
About you
  • Hard working, enthusiastic, confident, and articulate
  • Committed to delivering excellent service
  • Ability to build long-term relationships with clients
  • Excellent knowledge of all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning). 
  • Be prepared to undergo further study/training where appropriate
  • Chartered or committed to achieving chartered status soon.
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: