Associate Financial Adviser

Eden Rose; Stansted Mountfitchet; On-site; GBP 40,000 - 60,000; Full time

Job summary

A respected Wealth Management firm in Stansted Mountfitchet is seeking an Associate Financial Adviser who has achieved or is nearing Chartered Status. This is a unique opportunity to work closely with a senior Adviser, gradually taking over a HNW client base while providing innovative financial solutions. The role combines high-level technical work with developing strong client relationships, positioning the right candidate for significant career growth in a reputable firm.

Qualifications

• High-level understanding of Financial Planning and Paraplanning.
• Ability to support senior advisers in client meetings.
• Proficiency in Retirement, Investment, Estate Planning, and Tax matters.

Responsibilities

• Work directly with a senior Adviser delivering client advice.
• Build knowledge of a sophisticated HNW client bank.
• Take responsibility for client relationships over time.

Skills

Chartered Status or nearing Chartered Status

Client relationship development

Technical Financial Planning

Job description

Associate Financial Adviser

Client Succession Role

HNW Client Base

Are you a highly skilled Paraplanning or Technical Financial Planning professional who has achieved (or is close to achieving) Chartered Status? Are you looking to step into a client facing Adviser role within an expanding, highly respected Wealth Management firm?

A rare opportunity now exists for a Paraplanner / Junior Adviser (Chartered or nearly) to work closely with a Principal Adviser as their wingperson, learning their client bank in depth and gradually taking over long‑standing HNW client relationships to ensure continuity and exceptional ongoing service.

This role uniquely blends high-level technical work with genuine client relationship development, making it ideal for someone emerging from a senior paraplanning, technical, or hybrid background who wants to progress into a trusted advisory position.

The Opportunity

• Work directly with a senior, experienced Adviser, attending client meetings and supporting day‑to‑day advice delivery
• Build deep knowledge of a sophisticated HNW client bank, with a structured succession plan
• Take on increasing responsibility for client relationships over time (farmer than hunter)
• Provide insight and analysis across Retirement, Investment, Estate Planning, and Tax

Act as a key technical point of contact for complex financial matters and contribute to client service excellence.