Financial Adviser (Senior) - Inherit a Client Bank, Offices near Chelmsford/ London (Hybrid)

Financial Adviser (Senior) – Inherit a Client Bank

Location: Offices near Chemlsford/ London (Hybrid)

Salary: Upto£80,000 + Bonus + Excellent Benefits

Are you an experienced Financial Adviser looking to inherit an established client bank while joining a forward-thinking wealth management firm?

An exciting opportunity has arisen with a highly respected financial planning business that is investing heavily in its future growth. Due to retirement, an experienced adviser is sought to take over part of a substantial client portfolio with Assets Under Management.

This role is ideal for a commercially minded adviser who enjoys building long-term client relationships and wants to be part of an entrepreneurial, collaborative culture.

The Opportunity

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• Inherit an established client portfolio.
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• Hybrid working with excellent flexibility.
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• Strong support from an experienced paraplanning and client services team.
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• Opportunity to develop new business alongside servicing existing clients.
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• Genuine career progression within a growing wealth management business.
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• Competitive bonus structure and excellent benefits package.
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About You

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• Minimum 7 years' experience as a Financial Adviser.
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• Level 4 Diploma qualified (Chartered status welcomed but not essential).
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• Strong relationship-building and client management skills.
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• Commercially minded with an entrepreneurial approach.
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• Passionate about delivering high-quality financial planning advice.
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• Experience within a wealth management or independent financial advice environment.
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To find out more, please contact Sam at Financial Divisions for a confidential discussion.