At a Glance
- Tasks: Inherit and develop a loyal client portfolio while delivering bespoke financial advice.
- Company: Respected independent Wealth Management firm with a collaborative culture.
- Benefits: Salary up to £80,000, full support, and excellent benefits.
- Other info: Hybrid working, ongoing professional development, and long-term career progression.
- Why this job: Join a growing firm and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong communication skills.
The predicted salary is between 49500 - 60500 £ per year.
Financial Adviser – Inherit an Existing Client Bank | Hybrid Working | Wealth Management
Location
Near Colchester, Essex (Hybrid Working, 2 days a week in office)
Salary
- Up to
- £80,000
- + Bonus + Excellent Benefits (Depending on level of experience)
My client is a highly respected, independent Wealth Management firm with an excellent reputation for delivering bespoke financial planning to high-net-worth individuals and families.
Due to continued growth, they are looking to appoint a Financial Adviser to join their collaborative and client-focused team.
This is a fantastic opportunity to inherit an established client portfolio from day one, allowing you to focus on developing existing relationships while identifying opportunities to grow your client bank.
You'll benefit from full paraplanning and administrative support, enabling you to spend more time with clients and less time on paperwork.
The role offers hybrid working , a supportive environment, and genuine long-term career progression within a successful and growing business.
The Role
As a Financial Adviser, you will
- Take over and develop an existing portfolio of loyal clients.
- Deliver holistic, independent financial planning advice across pensions, investments, protection and retirement planning.
- Build long-term relationships through exceptional client service.
- Conduct regular client reviews and identify opportunities for ongoing financial planning.
- Work closely with an experienced paraplanning and client support team to deliver an outstanding client experience.
- Generate additional business through referrals and professional introducers.
- Ensure all advice is compliant with FCA regulations and internal standards.
About You
Applications are welcomed from Advisers at various stages of their career.
You will ideally have
- Level 4 Diploma in Regulated Financial Planning (minimum).
- Previous experience providing regulated financial advice.
- Strong relationship-building and communication skills.
- A client-centric and ethical approach to financial planning.
- The ability to manage existing relationships while developing new business opportunities.
- A desire to continue your professional development.
Support towards Chartered status is available for Advisers looking to further their qualifications.
- What's on Offer
- Salary up to
- £80,000
(depending on experience).
- Full paraplanning and administration support.
- Established referral network and opportunities for business growth.
- Ongoing professional development and exam support.
- Excellent benefits package.
- Long-term career progression within an established and growing Wealth Management firm.
If you're looking to join a highly regarded firm where you can inherit quality clients, receive outstanding support, and build a long-term career, I'd love to hear from you.
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Independent Financial Adviser in Essex employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
