Capio Recruitment
Independent Financial Advisor
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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.
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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.
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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.
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