Financial Adviser-Wealth Management Firm - Location: Offices near Chelmsford, Essex - Up to £70,000+

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.