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Senior Financial Adviser – Inherit £100m+ Client Bank, Up to £80k + Bonus

Financial Divisions · Chelmsford

Hybrid Senior 60,000 - 80,000 GBP/year 🇬🇧 English

Job description

About the role

Ready to inherit a high-value client bank and take your career to the next level? This is a rare opportunity to join one of the UK's most ambitious and fast‑growing wealth management firms. Due to the retirement of a highly successful adviser, we are seeking an experienced Financial Adviser to inherit part of an established client portfolio with assets under management exceeding £100 million.

Key responsibilities

  • Inherit and develop an established portfolio of high‑quality clients.
  • Build trusted, long‑term relationships with affluent individuals and families.
  • Deliver holistic financial planning advice across investments, pensions and protection.
  • Identify opportunities to grow your client bank through referrals and professional introducers.
  • Play a key role in the continued growth of the business.

Required profile

  • Minimum 7 years' experience as a Financial Adviser.
  • Level 4 Diploma qualified (Chartered status advantageous but not essential).
  • A commercial, entrepreneurial mindset.
  • Passion for delivering first‑class client outcomes.
  • Excellent relationship‑building and communication skills.
  • Experience within Wealth Management or Independent Financial Advice.

What we offer

  • Salary up to £80,000.
  • Attractive uncapped bonus structure.
  • Hybrid working arrangement.
  • Established client bank from day one.
  • Outstanding paraplanning and administrative support.
  • Genuine career progression opportunities.
  • Modern, collaborative culture where ideas are valued.

Questions fréquentes

Le salaire proposé pour ce poste est de 60-80k GBP par an. Le détail figure dans l'annonce.
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Published 2 weeks ago

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Financial Divisions

Chelmsford