Senior Financial Adviser: Established Client Portfolio

Senior Financial Adviser: Established Client Portfolio

Full-Time 49500 - 60500 Β£ / year (est.) Home office (partial)
Financial Divisions

At a Glance

  • Tasks: Provide expert financial advice on pensions, investments, and retirement planning.
  • Company: Reputable financial firm in Chelmsford with a supportive team.
  • Benefits: Hybrid working, full paraplanning support, and competitive salary.
  • Other info: Opportunity to manage an established client portfolio with career growth potential.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Level 4 Diploma or higher and proven relationship-building skills.

The predicted salary is between 49500 - 60500 Β£ per year.

Financial Divisions in Chelmsford is seeking an experienced Senior Financial Adviser to take over an established client portfolio with hybrid working.

You will deliver holistic independent advice across pensions, investments, protection and retirement planning, supported by a full paraplanning and administration team.

This role targets senior professionals with a Level 4 Diploma or higher, strong relationship skills, and a track record of compliant advice.

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Senior Financial Adviser: Established Client Portfolio 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.

Financial Divisions

Contact Details:

Financial Divisions Recruitment Team

We think you need these skills to ace Senior Financial Adviser: Established Client Portfolio

Holistic Independent Advice
Pensions Knowledge
Investment Strategies
Protection Planning
Retirement Planning
Level 4 Diploma in Financial Advice
Relationship Management