Full job descriptionSenior 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
*Take ownership of and develop an existing, established client portfolio
*Deliver holistic, independent financial planning advice across pensions, investments, protection, and retirement planning
*Conduct regular client reviews and identify planning opportunities
*Build trusted, long-term client relationships through exceptional service
*Work collaboratively with paraplanning and administration teams to deliver outstanding client experiences
*Leverage the firm’s referral network to grow your client base sustainably
*Ensure all advice meets FCA regulations and internal compliance standards
What We’re Looking For
Essential:
*Level 4 Diploma in Regulated Financial Planning (minimum)
*Proven experience delivering regulated financial advice
*Strong relationship-building and communication skills
*Client-centric, ethical approach to financial planning
*Ability to manage and develop existing relationships
*Commitment to ongoing professional development
Desirable:
*Progress towards or near Chartered Financial Planner status
*Experience with HNW/UHNW client portfolios
*Track record of generating referral business
What’s on Offer
*Salary up to £80,000 (based on experience and qualifications)
*Performance bonus scheme
*Established client base—ready-made portfolio, no cold-calling required
*Hybrid working—genuine flexibility
*Dedicated support—full paraplanning and administration team
*Growth opportunity—established referral network and book development potential
*Professional development—ongoing exam and Chartered status support funded
*Excellent benefits package (full details on discussion)
*Career progression—long-term advancement within a growing, stable firm
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.