Senior Financial Advisor

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

Benefits offered by this job

Salary up to £80,000 (depending on exp

Paraplanning and administration suppor

Established referral network

Professional development support

Excellent benefits package

Long-term career progression

Job summary

Financial Divisions is seeking a Senior Financial Adviser to inherit an established client portfolio within a reputable wealth management firm. The role offers hybrid working, comprehensive paraplanning and support, and a clear path to build on existing relationships while growing the client bank.

You should have a Level 4 Diploma, regulated advice experience, and strong communication skills. The company supports professional development and Chartered status, with a competitive salary up to

Qualifications

• Level 4 Diploma in Regulated Financial Planning (minimum).
• Experience providing regulated financial advice.
• Strong relationship-building and communication skills.
• Client-centric and ethical approach to financial planning.
• Ability to manage existing relationships while developing new business.
• Willingness to continue professional development.

Responsibilities

• Take over and develop an existing portfolio of loyal clients.
• Deliver holistic, independent financial planning across pensions, investments, protection and retirement planning.
• Build long-term relationships through exceptional client service.
• Conduct regular client reviews and identify opportunities for ongoing financial planning.
• Work with paraplanning and client support to deliver an outstanding client experience.
• Generate additional business through referrals and introducers.
• Ensure all advice is compliant with FCA regulations and internal standards.

Skills

Relationship building

Communication

Client-centric

Business development

Professional development

Ethical planning

Education

Level 4 Diploma in Regulated Financial Planning

Job description

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

Salary: Up to £80,000 + Bonus + Excellent Benefits

My client is a highly respected, independent Wealth Management firm with an excellent reputation for delivering bespoke financial planning to high-net-worth individuals and families. Due to continued growth, they are looking to appoint a Financial Adviser to join their collaborative and client-focused team.

This is a fantastic opportunity to inherit an established client portfolio from day one, allowing you to focus on developing existing relationships while identifying opportunities to grow your client bank. You'll benefit from full paraplanning and administrative support, enabling you to spend more time with clients and less time on paperwork.

The role offers hybrid working, a supportive environment, and genuine long-term career progression within a successful and growing business.

The Role:

As a Financial Adviser, you will:

• Take over and develop an existing portfolio of loyal clients.
• Deliver holistic, independent financial planning advice across pensions, investments, protection and retirement planning.
• Build long-term relationships through exceptional client service.
• Conduct regular client reviews and identify opportunities for ongoing financial planning.
• Work closely with an experienced paraplanning and client support team to deliver an outstanding client experience.
• Generate additional business through referrals and professional introducers.
• Ensure all advice is compliant with FCA regulations and internal standards.

About You:

Applications are welcomed from Advisers at various stages of their career.

You will ideally have:

• Level 4 Diploma in Regulated Financial Planning (minimum).
• Previous experience providing regulated financial advice.
• Strong relationship-building and communication skills.
• A client-centric and ethical approach to financial planning.
• The ability to manage existing relationships while developing new business opportunities.
• A desire to continue your professional development.

Support towards Chartered status is available for Advisers looking to further their qualifications.

What's on Offer

• Salary up to £80,000 (depending on experience).
• Full paraplanning and administration support.
• Established referral network and opportunities for business growth.
• Ongoing professional development and exam support.
• Excellent benefits package.
• Long-term career progression within an established and growing Wealth Management firm.

To find out more, please contact Sam at Financial Divisions for a confidential discussion- [e-mail]