Financial Adviser-Wealth Management Firm, Offices near Chelmsford, Essex, Up to £60,000

Financial Adviser-Wealth Management Firm

Location: Offices near Chelmsford, Essex

Salary: Up to £60,000 + 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 £60,,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.