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Chelmsford Permanent administrator
Financial Divisions
Aug 15, 2026
Permanent
Senior Financial Adviser - Established Client Portfolio, Chelmsford, (Hybrid), Up to £80,000 + Bonus
Financial Divisions Chelmsford, UK
Senior 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....
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