Senior Financial Advisor

Financial Divisions; Chelmsford; On-site; GBP 48,000 - 80,000; Full time

Benefits offered by this job

Hybrid working

Bonus scheme

Benefits

Job summary

Financial Divisions in the United Kingdom is seeking a Financial Adviser to inherit an established client portfolio within a respected Wealth Management practice. This hybrid role offers an immediate client bank, ongoing paraplanning support, and the incentive of a robust performance bonus.

You will provide holistic financial planning across pensions, investments, retirement planning and protection, with a focus on high-net-worth clients.

Qualifications

• A minimum of 5 years' experience as a regulated Financial Adviser within a Wealth Management or Independent Financial Planning enviro nment.
• Level 4 Diploma in Regulated Financial Planning (min imum).
• A proven track record of building and maintaining long-term client relationships.
• Experience advising on pensions, investments, retirement planning and protection.
• Excellent communication and relationship-building skills.
• A client-first, ethical approach to financial planning.
• The ability to identify opportunities to develop existing client relationships and generate referrals.
• Strong knowledge of FCA regulations and suitability require ments.

Responsibilities

• Inheriting and managing an established portfolio of existing cli ents.
• Providing holistic financial planning advice across pensions, investments, retirement planning and prote ction.
• Conducting regular client reviews and delivering exceptional ongoing ser vice.
• Building trusted, long-term client relations hips.
• Working closely with an experienced paraplanning and client support team.
• Developing new business through referrals and professional introducers.
• Ensuring all advice meets FCA regulatory stand ards.

Skills

Financial planning

Client relationships

Regulatory compliance

Pensions

Investments

Retirement planning

Protection

Communication skills

Referral generation

FCA knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Financial Adviser – Inherit an Existing Client Bank | Hybrid Working | Wealth Management

) Salary: Up to £80,000 + Bonus + Excellent Benefit

sJoin an Award-Winning Wealth Management Fir

m

Are you an experienced Financial Adviser looking to inherit an established client portfolio while working for a highly respected independent Wealth Management fir

m?

We're recruiting on behalf of an award-winning financial planning business with an outstanding reputation for delivering bespoke advice to high-net-worth individuals and families. Due to continued growth, they are looking to appoint a Financial Adviser to join their collaborative, client-focused te

am. This is an exceptional opportunity to take over an existing bank of loyal clients from day one, allowing you to focus on strengthening relationships, delivering outstanding advice and growing your portfolio through referrals and professional introduc

ers.With dedicated paraplanning and administrative support, you'll spend more time doing what you do best, advising client and less time on paperw

ork.

The

Role:

You’ll be responsible

• for:Inheriting and managing an established portfolio of existing cli
• ents.Providing holistic financial planning advice across pensions, investments, retirement planning and protec
• tion.Conducting regular client reviews and delivering exceptional ongoing ser
• vice.Building trusted, long-term client relations
• hips.Working closely with an experienced paraplanning and client support
• team.Developing new business through referrals and professional introdu
• cers.Ensuring all advice meets FCA regulatory stand

ards.

Abou

t You:We're looking for an experienced Financial Adviser who is confident managing an established portfolio of clients and delivering high-quality holistic financial planning a

dvice.You will ideally

• have:A minimum of 5 years' experience as a regulated Financial Adviser within a Wealth Management or Independent Financial Planning enviro
• nment.Level 4 Diploma in Regulated Financial Planning (min
• imum).A proven track record of building and maintaining long-term client relation
• ships.Experience advising on pensions, investments, retirement planning and prote
• ction.Excellent communication and relationship-building s
• kills.A client-first, ethical approach to financial pla
• nning.The ability to identify opportunities to develop existing client relationships and generate refe
• rrals.Strong knowledge of FCA regulations and suitability require

ments.

Support towards Chartered status is av

ailable for Advisers looking to further their qualific

ations.What's on

Offer?

Salary up to £80,000 (depending on exp

working Existing client bank to inherit from

day one Full paraplanning and administrative

network Ongoing professional development and Chartered

package Genuine long-term career progression within a successful and grow

ing firmIf you're looking to join a respected Wealth Management firm where you can inherit quality clients, receive exceptional support and build a long-term career, I'd love to hear f

ons.co.ukCompetitive bonus scheme and comprehensive benefits