Financial Adviser – Inherit an Existing Client Bank -Colchester/Hybrid -Up to £80K +Bonus & Benefits

Join an Established, Award-Winning Wealth Management Firm

My client is a highly respected, independent Wealth Management firm with an excellent reputation for delivering bespoke financial planning to high-net-worth individuals and families. Due to continued growth, they are looking to appoint a Financial Adviser to join their collaborative and client-focused team.

This is a fantastic opportunity to inherit an established client portfolio from day one, allowing you to focus on developing existing relationships while identifying opportunities to grow your client bank. You'll benefit from full paraplanning and administrative support, enabling you to spend more time with clients and less time on paperwork.

The role offers hybrid working, a supportive environment, and genuine long-term career progression within a successful and growing business.

The Role

As a Financial Adviser, you will:

• Take over and develop an existing portfolio of loyal clients.
• Deliver holistic, independent financial planning advice across pensions, investments, protection and retirement planning.
• Build long-term relationships through exceptional client service.
• Conduct regular client reviews and identify opportunities for ongoing financial planning.
• Work closely with an experienced paraplanning and client support team to deliver an outstanding client experie...