Financial Adviser-Wealth Management Firm, Offices near Chelmsford, Essex

Financial Adviser-Wealth Management Firm

Location: Offices near Chelmsford, Essex

Salary: Up to £80,000 + bonus + benefits

The Opportunity

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.

The Role

• 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

About You

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

• Level 4 Diploma in Regulated Financial Plannin...