Job Description
Salary: Up to £70,000 + 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 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.
What’s on Offer
* Salary up to £70,000 (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
* Competitive bonus scheme and comprehensive benefits
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.