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This job expired on 05/10/2026. It no longer accepts applications.
Senior Financial Adviser – Inherit £100m+ Client Bank, Up to £80k + Bonus
Financial Divisions · Chelmsford
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.
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Financial Divisions
Chelmsford
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