Senior Financial Adviser - Established Client Portfolio, Chelmsford, (Hybrid), Up to £80,000 + Bonus

Senior Financial Adviser – Established Client Portfolio

Chelmsford, Essex (Hybrid) | Up to £80,000 + Bonus + Excellent Benefits

About the Firm

A respected, independent Wealth Management firm with an established reputation for delivering sophisticated financial planning to high-net-worth individuals and families. Award-winning, collaborative, and genuinely focused on client outcomes—not just hitting targets.

The Opportunity

This is a rare chance to step into an established client portfolio from day one. You'll inherit a loyal client bank, eliminate the need for cold-calling or business development grind, and focus entirely on deepening relationships and identifying wealth planning opportunities. Full paraplanning support means you spend your time doing what you do best: advising clients.

Hybrid working and a supportive team culture make this an attractive proposition for experienced advisers looking for better work-life balance without sacrificing career progression.

Your Responsibilities

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• Take ownership of and develop an existing, established client portfolio
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• Deliver holistic, independent financial planning advice across pensions, investments, protection, and retirement planning
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• Conduct regular client reviews and identify planning opportunities
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• Build trusted, long-term client relationships through exceptional service
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• Work collaboratively with paraplanning and administration teams to deliver outstanding client experiences
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• Leverage the firm's referral network to grow your client base sustainably
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• Ensure all advice meets FCA regulations and internal compliance standards
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What We're Looking For

Essential:

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• Level 4 Diploma in Regulated Financial Planning (minimum)
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• Proven experience delivering regulated financial advice
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• Strong relationship-building and communication skills
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• Client-centric, ethical approach to financial planning
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• Ability to manage and develop existing relationships
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• Commitment to ongoing professional development
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Desirable:

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• Progress towards or near Chartered Financial Planner status
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• Experience with HNW/UHNW client portfolios
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• Track record of generating referral business
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What's on Offer

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• Salary up to £80,000 (based on experience and qualifications)
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• Performance bonus scheme
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• Established client base—ready-made portfolio, no cold-calling required
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• Hybrid working—genuine flexibility
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• Dedicated support—full paraplanning and administration team
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• Growth opportunity—established referral network and book development potential
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• Professional development—ongoing exam and Chartered status support funded
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• Excellent benefits package (full details on discussion)
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• Career progression—long-term advancement within a growing, stable firm
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Who Should Apply

This role suits experienced financial advisers at various career stages—whether you're seeking to progress to senior adviser level, transition from a corporate environment, or relocate to better work-life balance without compromising on earning potential or career development.

How to Apply

For a confidential discussion, contact Jo at Financial Divisions.