Financial Advisor

Financial Adviser – Wealth Management Firm

Salary:
Up to £60,000 + bonus + benefits

This range is provided by Financial Divisions. Your actual pay will be based on your skills and experience – talk with your recruiter to learn more.

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.

• 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

My client is happy to consider Advisers at any level — whether newly qualified, experienced, or Chartered.

• Level 4 Diploma in Regulated Financial Planning (minimum)
• Excellent communication and relationship‑building skills
• Client‑focused, ethical, and proactive approach
• Ambitious with a genuine desire to grow and develop professionally
• For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status.

• Salary up to £60,,000 (depending on experience)
• Award‑winning, forward‑thinking firm with a collaborative and supportive culture
• Access to an established client base and strong referral network
• Full paraplanning and administrative support
• Ongoing training and career progression opportunities

If you’re an ambitious Adviser looking to grow your career within a respected, client-focused firm, my client would love to hear from you. Please contact Sam at Financial Divisions Samn@negb