Financial Advisor - Colchester

  • Location


  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £40,000 - £60,000 Basic, £80,000 - £100,000 OTE

  • Contact:

    Oliver Cliffe

  • Email:


  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


  • Consultant:

    Oliver Cliffe

Our clients, an award-winning Wealth Management firm, are looking for a Financial Advisor to join their busy team in Colchester.  

The client has a strong focus on work-life balance and they pride themselves on taking care of their staff and clients' well-being alike. Their team of 6 Financial Advisors is experiencing a high level of business across a broad range of financial products and they are in desperate need of another advisor to service their clients effectively. The successful candidate will benefit from being part of a trusted brand, as well as a strong bonus structure with other benefits. 


  • Responding to leads provided to generate initial fact-find meetings with potential clients.
  • effectively selling the company's services across a wide spectrum of financial products.
  • Giving whole of market advice on a range of products, in line with compliance regulations.
  • Maintaining positive and profitable long-term relationships with clients in their best interests.


  • Diploma Qualified and preferably Chartered in Financial Advice/Planning.
  • Existing book of clients is preferred but not essential. 
  • Full UK Driving License.
  • Ethical and customer-focused approach.

Hours: Mon -Fri, 9am - 5pm

Salary/Package: £40,000 - £60,000 basic salary (£80,000 - £100,000 OTE) + Benefits