At a Glance
- Tasks: Manage an established client portfolio and deliver holistic financial planning.
- Company: Reputable financial firm in Chelmsford with a supportive team.
- Benefits: Salary up to £80,000, bonuses, and excellent benefits.
- Other info: Hybrid working model with opportunities for professional growth.
- Why this job: Inherit a loyal client bank and make a real impact on wealth planning.
- Qualifications: Experience in financial advising and strong relationship-building skills.
The predicted salary is between 80000 - 80000 £ per year.
Financial Divisions in Chelmsford, Essex, is seeking a Senior Financial Adviser to manage an established client portfolio with hybrid working.
You will deliver holistic financial planning to high-net-worth individuals, supported by full paraplanning and administration teams.
The role offers a salary up to £80,000 plus bonus and excellent benefits.
You will inherit a loyal client bank and focus on deepening relationships, identifying wealth planning opportunities, and ensuring FCA compliance.
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Senior Financial Adviser: Established Portfolio, Hybrid 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.
