Financial Advisor

GCB AGENCY RECRUITMENT; Chelmsford; Hybrid; GBP 50,000 - 58,000; Full time

Benefits offered by this job

Profit share

Private healthcare

Parking

Job summary

GCB AGENCY RECRUITMENT is seeking an experienced Financial Advisor in the Chelmsford area. You will manage an established client bank, conduct fact-finding, and present tailored financial recommendations while researching products from an approved panel.

This role offers hybrid working after qualifying period and a profit share scheme. The ideal candidate holds a Level 4 Diploma in Financial Planning, with strong communication, analytical skills, and a client-first approach to deliver

Qualifications

• Level 4 Diploma in Financial Planning (minimum qualified advisor status)
• Strong communication skills, both written and verbal
• Excellent attention to detail and strong analytical ability
• Highly self-motivated with a client-first approach
• Strong IT and systems literacy
• Commitment to delivering exceptional customer service

Responsibilities

• Manage and service an established client bank
• Conduct detailed fact-finding and analyse client financial information
• Prepare and present tailored financial recommendations based on individual client needs
• Research products from an approved panel of providers
• Review financial reports and ensure the suitability of advice
• Maintain and develop long‑term client relationships
• Stay up to date with financial products, legislation, and regulatory changes
• Identify opportunities to grow and maximise the client bank

Skills

Communication skills

Analytical mindset

Client-first approach

IT literacy

Self-motivated

Education

Level 4 Diploma in Financial Planning

Job description

| Financial Advisor | Hybrid Working | Profit Share +Private Healthcare + Parking|

Are you an experienced Financial Advisor (Level 4 Diploma) looking for a new opportunity within a supportive firm?

We're recruiting for a Financial Advisor to join a well-established and independent financial planning business based in the Chelmsford area.

This is an excellent opportunity to manage an established client bank and would suit a client-focused financial professional who is confident delivering tailored advice, building long-term relationships, and providing a high standard of financial planning service.

The Role

As a Financial Advisor, you will:

• Manage and service an established existing client bank
• Conduct detailed fact-finding and analyse client financial information
• Prepare and present tailored financial recommendations based on individual client needs
• Research products from an approved panel of providers
• Review financial reports and ensure the suitability of advice
• Maintain and develop long‑term client relationships
• Stay up to date with financial products, legislation, and regulatory changes
• Identify opportunities to grow and maximise the client bank

Financial Advisor Requirements:

• Level 4 Diploma in Financial Planning (minimum qualified advisor status)
• Strong communication skills, both written and verbal
• Excellent attention to detail and strong analytical ability
• Highly self‑motivated with a client‑first approach
• Strong IT and systems literacy
• Commitment to delivering exceptional customer service

What's on Offer?

• £50,000–£57,500 basic salary (depending on experience)
• Profit share scheme
• Parking provided
• Private healthcare (after qualifying period)
• Strong administrative and technical support
• Opportunity to join a respected independent financial planning firm
• Working Hours:Monday to Friday (hybrid working available after qualifying period)