Senior Financial Adviser - Established Client Portfolio, Chelmsford, (Hybrid), Up to £80,000 + Bonus

Senior Financial Adviser - Established Client Portfolio

Chelmsford, Essex (Hybrid) Up to £80,000 + Bonus + Excellent Benefits

About the Firm

A respected, independent Wealth Management firm with an established reputation for delivering sophisticated financial planning to high-net-worth individuals and families. Award-winning, collaborative, and genuinely focused on client outcomes-not just hitting targets.

The Opportunity

This is a rare chance to step into an established client portfolio from day one. You'll inherit a loyal client bank, eliminate the need for cold-calling or business development grind, and focus entirely on deepening relationships and identifying wealth planning opportunities. Full paraplanning support means you spend your time doing what you do best: advising clients.

Hybrid working and a supportive team culture make this an attractive proposition for experienced advisers looking for better work-life balance without sacrificing career progression.

Your Responsibilities

• Take ownership of and develop an existing, established client portfolio
• Deliver holistic, independent financial planning advice across pensions, investments, protection, and retirement planning
• Conduct regular client reviews and identify planning opportunities
• Build trusted, long-term client relationships through exceptional service
• Work collaboratively with paraplanning and administration teams to deliver outstanding client experiences
• Leverage the firm's referral network to grow your client base sustainably
• Ensure all advice meets FCA regulations and internal compliance standards

What We're Looking For

Essential:

• Level 4 Diploma in Regulated Financial Planning (minimum)
• Proven experience delivering regulated financial advice
• Strong relationship-building and communication skills
• Client-centric, ethical approach to financial planning
• Ability to manage and develop existing relationships
• Commitment to ongoing professional development

Desirable:

• Progress towards or near Chartered Financial Planner status
• Experience with HNW/UHNW client portfolios
• Track record of generating referral business

What's on Offer

• Salary up to £80,000 (based on experience and qualifications)
• Performance bonus scheme
• Established client base-ready-made portfolio, no cold-calling required
• Hybrid working-genuine flexibility
• Dedicated support-full paraplanning and administration team
• Growth opportunity-established referral network and book development potential
• Professional development-ongoing exam and Chartered status support funded
• Excellent benefits package (full details on discussion)
• Career progression-long-term advancement within a growing, stable firm

Who Should Apply

This role suits experienced financial advisers at various career stages-whether you're seeking to progress to senior adviser level, transition from a corporate environment, or relocate to better work-life balance without compromising on earning potential or career development.

How to Apply

For a confidential discussion, contact Jo at Financial Divisions.