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

Financial Adviser-Wealth Management Firm

Location: Offices near Colchester, 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

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• Provide high-quality, independent financial advice tailored to each client’s goals
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• Build and maintain trusted, long-term client relationships
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• Manage and grow a portfolio, with access to an existing client bank and new business leads
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• Collaborate with paraplanners and administrators to ensure a seamless client journey
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• Keep up to date with market, product, and regulatory changes
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About You

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

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• Level 4 Diploma in Regulated Financial Planning (minimum)
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• Excellent communication and relationship-building skills
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• Client-focused, ethical, and proactive approach
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• Ambitious with a genuine desire to grow and develop professionally
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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

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• Salary up to £70,000 (depending on experience)
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• Award-winning, forward-thinking firm with a collaborative and supportive culture
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• Access to an established client base and strong referral network
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• Full paraplanning and administrative support
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• Ongoing training and career progression opportunities
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• Competitive bonus scheme and comprehensive benefits
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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 Division.