Financial Advisor

| 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)
• St...