Wealth Adviser: Inherit an Established Client Bank (Hybrid)

Financial Divisions; Chelmsford; Hybrid; 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 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.