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Permanent

Financial Adviser-Wealth Management Firm, Offices near Chelmsford, Essex, Up to £60,000

Chelmsford
money-bag 55000.00-55000.00 Annual
3088851059
Posted 2 days ago

Financial Adviser-Wealth Management FirmLocation: Offices near Chelmsford, EssexSalary: Up to £60,000 + bonus + benefitsThe OpportunityMy client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team.This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You''ll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections.The RoleProvide high-quality, independent financial advice tailored to each client''s goalsBuild and maintain trusted, long-term client relationshipsManage and grow a portfolio, with access to an existing client bank and new business leadsCollaborate with paraplanners and administrators to ensure a seamless client journeyKeep up to date with market, product, and regulatory changesAbout YouMy client is happy to consider Advisers at any level - whether newly qualified, experienced, or Chartered.Level 4 Diploma in Regulated Financial Planning (minimum)Excellent communication and relationship-building skillsClient-focused, ethical, and proactive approachAmbitious with a genuine desire to grow and develop professionallyFor those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help ..... full job details .....

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