Job Description
Location: Near Chelmsford, Essex (Hybrid Working)
Salary: £60,000 - £80,000 + Uncapped Bonus + Excellent Benefits
Ready to inherit a high-value client bank and take your career to the next level?
This is a rare opportunity to join one of the UK's most ambitious and fast-growing wealth management firms.
Due to the retirement of a highly successful adviser, we're seeking an experienced Financial Adviser to inherit part of an established client portfolio with Assets Under Management exceeding £100 million. Opportunities of this calibre don't come along often.
You'll be joining a collaborative, entrepreneurial business that genuinely invests in its people. You'll have the freedom to focus on delivering exceptional financial planning while being supported by an experienced paraplanning and client services team.
What You'll Be Doing
- Inherit and develop an established portfolio of high-quality clients.
- Build trusted, long-term relationships with affluent individuals and families.
- Deliver holistic financial planning advice across investments, pensions and protection.
- Identify opportunities to grow your client bank through referrals and professional introducers.
- Play a key role in the continued growth of the business.
What We're Looking For
- Minimum 7 years' experience as a Financial Adviser.
- Level 4 Diploma qualified (Chartered status is advantageous but not essential).
- A commercial, entrepreneurial mindset.
- Passion for delivering first-class client outcomes.
- Excellent relationship-building and communication skills.
- Experience within Wealth Management or Independent Financial Advice.
What's on Offer?
- Salary up to £80,000.
- Attractive bonus structure.
- Hybrid working.
- Established client bank from day one.
- Outstanding paraplanning and administrative support.
- Genuine career progression.
- Modern, collaborative culture where your ideas are valued.
To find out more, please contact Sam at Financial Divisions for a confidential discussion.
Senior Financial Adviser - Inherit a £100m+ Client Bank - Up to £80,000 + Bonus in Chelmsford employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
