Senior Financial Adviser - Established Client Portfolio, Chelmsford, (Hybrid), Up to £80,0
Senior Financial Adviser - Established Client PortfolioChelmsford, Essex (Hybrid) Up to £80,000 + Bonus + Excellent BenefitsAbout the FirmA 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 OpportunityThis 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 ResponsibilitiesTake ownership of and develop an existing, established client portfolioDeliver holistic, independent financial planning advice across pensions, investments, protection, and retirement planningConduct regular client reviews and identify planning opportunitiesBuild trusted, long-term client relationships through exceptional serviceWork collaboratively with paraplanning and administration teams to deliver outstanding client experiencesLeverage the firm''s referral network to grow your client base ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!