Senior Financial Adviser – Established Client Portfolio 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.