More jobs:
Senior Financial Adviser - Inherit Client Bank
Job in
Oxford, Oxfordshire, OX1, England, UK
Listed on 2026-09-10
Listing for:
Financial Divisions
Full Time
position Listed on 2026-09-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Location:
Near Chelmsford, Essex (Hybrid Working) Salary: £60,000 - £80,000 Uncapped Bonus Excellent Benefits Ready to inherit a high-value client bank and take your career to the next level? This is a rare opportunity to join one of the UK's most ambitious and fast-growing wealth management firms. Due to the retirement of a highly successful adviser, we're seeking an experienced Financial Adviser to inherit part of an established client portfolio with Assets Under Management exceeding £100 million .
Opportunities of this calibre don't come along often. You'll be joining a collaborative, entrepreneurial business that genuinely invests in its people. You'll have the freedom to focus on delivering exceptional financial planning while being supported by an experienced paraplanning and client services team. What You'll Be Doing Inherit and develop an established portfolio of high-quality clients. Build trusted, long-term relationships with affluent individuals and families.
Deliver holistic financial planning advice across investments, pensions and protection. Identify opportunities to grow your client bank through referrals and professional introducers. Play a key role in the continued growth of the business. What We're Looking For Minimum 7 years' experience as a Financial Adviser. Level 4 Diploma qualified (Chartered status is advantageous but not essential). A commercial, entrepreneurial mindset.
Passion for delivering first-class client outcomes. Excellent relationship-building and communication skills.
Experience with in Wealth Management or Independent Financial Advice. What's on Offer? Salary up to £80,000 . Attractive bonus structure. Hybrid working. Established client bank from day one. Outstanding paraplanning and administrative support. Genuine career progression. Modern, collaborative culture where your ideas are valued. To find out more, please contact Sam at Financial Divisions for a confidential discussion.
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×