Financial Adviser-Wealth Management Firm, Offices near Chelmsford, Essex
Financial Adviser-Wealth Management Firm
Location: Offices near Chelmsford, Essex
Salary: Up to £80,000 + bonus + benefits
The Opportunity
My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team.
This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You’ll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections.
The Role
- Provide high-quality, independent financial advice tailored to each client’s goals
- Build and maintain trusted, long-term client relationships
- Manage and grow a portfolio, with access to an existing client bank and new business leads
- Collaborate with paraplanners and administrators to ensure a seamless client journey
- Keep up to date with market, product, and regulatory changes
About You
My client is happy to consider Advisers at any level — whether newly qualified, experienced, or Chartered.
- Level 4 Diploma in Regulated Financial Plannin...