Financial Adviser

Financial Planner – Inherit a HNW Client Bank High-Quality Leads Location: Hybrid (Office & Remote) | Salary: Up to £80,000 basic Bonus (OTE £100,000) Sector: Financial Services | Job Type: Full-Time, Permanent Are you an experienced Financial Planner looking to accelerate your earnings and career? This is a rare opportunity to inherit an established book of high-net-worth clients, benefit from high-quality leads, and be part of a forward-thinking financial planning firm that truly values professionalism, ethics, and long-term relationships. What’s On Offer: HNW Client Bank – Inherit an active portfolio of clients from retiring advisers High-Quality Leads – No cold calling; clients typically have £500k to invest Generous Bonus Scheme – Based on client retention and new business Flexible Working – Hybrid model with remote and in-office flexibility Professional Development – Full study support towards Chartered status Comprehensive Benefits – DIS, pension, and flexible employee benefits package Your Role: Manage and nurture a portfolio of high-net-worth clients Provide holistic financial advice covering investments, pensions, estate planning, and protection Convert warm, high-value leads into long-term clients Collaborate with paraplanners and support teams to deliver exceptional client service Maintain high standards of compliance and ethical practice What They’re Looking For: Level 4 Diploma in Financial Planning (CII, CISI, or equivalent) Experience as a Financial Adviser, IFA, or Wealth Manager A strong track record working with HNW clients Excellent interpersonal and client relationship skills A professional, client-first mindset with commercial acumen Why Apply? This is a unique opportunity to fast-track your success in a firm that’s built on trust, quality advice, and lasting client relationships. With high-quality leads, robust support, and six-figure earning potential, this role is ideal for advisers who want to focus on delivering real value to clients — not chasing volume. Apply now to take the next step in your financial planning career.

Location: Chelmsford, Essex, GB

Posted Date: 8/20/2025