Financial Adviser (Senior) – Inherit a Client Bank, Offices near Chelmsford/ London (Hybrid)
Location: Essex
Job Ref: SN/ 24075
Salary: Up to £80,000 + Bonus + Excellent Benefits
Work From Home option: Yes
Salary: Up to £80,000 + Bonus + Excellent Benefits
Are you an experienced Financial Adviser looking to inherit an established client bank while joining a forward-thinking wealth management firm?
An exciting opportunity has arisen with a highly respected financial planning business that is investing heavily in its future growth. Due to retirement, an experienced adviser is sought to take over part of a substantial client portfolio with Assets Under Management.
This role is ideal for a commercially minded adviser who enjoys building long-term client relationships and wants to be part of an entrepreneurial, collaborative culture.
The Opportunity
- Inherit an established client portfolio.
- Hybrid working with excellent flexibility.
- Strong support from an experienced paraplanning and client services team.
- Opportunity to develop new business alongside servicing existing clients.
- Genuine career progression within a growing wealth management business.
- Competitive bonus structure and excellent benefits package.
About You
- Minimum 7 years’ experience as a Financial Adviser.
- Level 4 Diploma qualified (Chartered status welcomed but not essential).
- Strong relationship-building and client management skills.
- Commercially minded with an entrepreneurial approach.
- Passionate about delivering high-quality financial planning advice.
- Experience within a wealth management or independent financial advice environment.
To find out more, please contact Sam at Financial Divisions for a confidential discussion- samn@financialdivisions.co.uk