At a Glance
- Tasks: Manage and develop an established client portfolio, providing tailored financial advice.
- Company: Respected independent Wealth Management firm focused on client outcomes.
- Benefits: Up to £80,000 salary, performance bonuses, hybrid working, and excellent benefits.
- Other info: Supportive team culture with opportunities for professional growth and career progression.
- Why this job: Step into a ready-made client base and focus on building lasting relationships.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proven advisory experience.
The predicted salary is between 49500 - 60500 £ per year.
A respected, independent Wealth Management firm with an established reputation for delivering sophisticated financial planning to high-net-worth individuals and families. Award-winning, collaborative, and genuinely focused on client outcomes—not just hitting targets.
This is a rare chance to step into an established client portfolio from day one. You'll inherit a loyal client bank, eliminate the need for cold-calling or business development grind, and focus entirely on deepening relationships and identifying wealth planning opportunities. Full paraplanning support means you spend your time doing what you do best: advising clients.
Hybrid working and a supportive team culture make this an attractive proposition for experienced advisers looking for better work-life balance without sacrificing career progression.
Your Responsibilities
- Take ownership of and develop an existing, established client portfolio
- Deliver holistic, independent financial planning advice across pensions, investments, protection, and retirement planning
- Conduct regular client reviews and identify planning opportunities
- Build trusted, long-term client relationships through exceptional service
- Work collaboratively with paraplanning and administration teams to deliver outstanding client experiences
- Leverage the firm's referral network to grow your client base sustainably
- Ensure all advice meets FCA regulations and internal compliance standards
What We're Looking For
Essential:
- Level 4 Diploma in Regulated Financial Planning (minimum)
- Proven experience delivering regulated financial advice
- Strong relationship-building and communication skills
- Client-centric, ethical approach to financial planning
- Ability to manage and develop existing relationships
- Commitment to ongoing professional development
Desirable:
- Progress towards or near Chartered Financial Planner status
- Experience with HNW/UHNW client portfolios
- Track record of generating referral business
What's on Offer
- Salary up to £80,000 (based on experience and qualifications)
- Performance bonus scheme
- Established client base—ready-made portfolio, no cold-calling required
- Hybrid working—genuine flexibility
- Dedicated support—full paraplanning and administration team
- Growth opportunity—established referral network and book development potential
- Professional development—ongoing exam and Chartered status support funded
- Excellent benefits package (full details on discussion)
- Career progression—long-term advancement within a growing, stable firm
Who Should Apply
This role suits experienced financial advisers at various career stages—whether you're seeking to progress to senior adviser level, transition from a corporate environment, or relocate to better work-life balance without compromising on earning potential or career development.
Senior Financial Adviser - Established Client Portfolio, Chelmsford, (Hybrid), Up to £80,000 + Bonus 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.
