Capio Recruitment
Independent Financial Advisor
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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 cash flow modelling, AI-supported administration, and business intelligence reporting.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Benefits
- Workplace pension scheme.
- 25 days annual leave plus public holidays rising by 1 day per year of service up to a maximum of 30 days.
- Holiday trading scheme to buy a further 5 days annual leave.
- Discretionary new business incentive scheme payable quarterly.
- Electric Vehicle Salary Sacrifice Scheme.
- Life cover 4 x basic salary.
- Healthcare cash plan.
- Free mortgage advice.
- 1 day Community Involvement Leave per annum.
- Employee Assistance Programme.
- Shopping discount platform.
- Free parking at the offices.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London