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Financial Adviser jobs in Frinton-on-Sea

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    • Experience providing independent financial advice.
    • Comfortable using financial planning technology and CRM systems.
    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • View all The Mortgage Experts jobs - Clacton-on-Sea jobs
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    • Analyse clients’ financial situations to determine appropriate mortgage options.
    • Uncapped earning potential - meet your business aspirations.
    • Understanding of financial planning and wider wealth management services.
    • Experience within investment management, wealth management or financial services.
    • A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products.
    • Underwriting new business and renewals within agreed authority.
    • Managing and developing broker relationships across the E-Trade proposition.
    • Previous experience of working in a financial services or professional services environment is essential.
    • Providing full administrative support to the financial…
    • Experience providing mortgage and protection advice.
    • Strong relationship-building and communication skills.
    • No network, CRM or professional insurance costs.
    • Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey.
    • Using your financial knowledge and problem-solving skills, you will help customers maintain financial stability through budgeting, debt management and careful…
    • Previous hands-on experience working as a Paraplanner within an IFA or independent financial planning environment.
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    • The successful candidate will play a crucial role in supporting financial advisers and ensuring smooth operations within the team.
    • Birthday off (after 2 years).
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Independent Financial Advisor
Capio Recruitment
Colchester
•
Hybrid work
£60,000 - £80,000 a year
Permanent
Apply now

Job details

£60,000 - £80,000 a year
On-site parking
Permanent
Hybrid work in Colchester

Full job description

About the Company

Our client is a highly regarded regional financial planning firm and part of one of the UK's fastest-growing independent wealth management groups. With an established reputation for delivering personalised financial advice and a strong pipeline of growth through acquisitions, the business offers advisers genuine long-term career development alongside a collaborative, client-first culture.

Role Summary

An exciting opportunity has arisen for an ambitious Independent Financial Adviser to join a growing advisory team in Colchester.

You'll inherit an established client bank from day one, supported by experienced paraplanning, administration and compliance teams, allowing you to focus on delivering exceptional advice and developing deeper client relationships.

Alongside existing clients, you'll be encouraged to generate new business through professional introducers, networking events, digital channels and your own commercial initiatives. The business also invests heavily in technology, providing modern financial planning tools including cashflow modelling, AI-supported administration and business intelligence reporting.

Key Responsibilities

  • Provide holistic independent financial planning advice across pensions, investments and protection whilst delivering outstanding client outcomes.
  • Develop and strengthen existing client relationships to identify ongoing planning opportunities.
  • Build new professional relationships through networking, referrals and digital engagement.
  • Work closely with dedicated paraplanning and compliance teams to deliver an efficient client journey.
  • Maintain FCA compliance standards and complete ongoing CPD.
  • Contribute to the continued growth of the advisory team and wider business.

Requirements

  • Level 4 Diploma in Regulated Financial Planning (or equivalent).
  • Experience providing independent financial advice.
  • Strong technical knowledge of pensions, investments, protection and wealth management.
  • Commercial mindset with the ability to generate new business alongside servicing existing clients.
  • Excellent communication and relationship-building skills.
  • Comfortable using financial planning technology and CRM systems.

INDALAN

Pay: £60,000.00-£80,000.00 per year

Benefits:

  • On-site parking

Work Location: Hybrid remote in Colchester

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