Financial Adviser

A growing wealth management firm is recruiting a Financial Planner to join its Chelmsford-based team (hybrid working). This is a high-potential role for an adviser who thrives in client engagement, relationship building, and growth-especially one looking to scale without having to source every lead from scratch.

This role is ideal for a growth-oriented Financial Planner or Adviser who enjoys initial client meetings and excels in building trust-based relationships. The ideal person seeks to scale their business with a firm that gives them a strong initial client base, lead flow, and administrative support, rather than leaving them to generate everything independently.

• The adviser will be introduced to 40-50 existing clients within the firm, each with £500,000+ in Assets Under Management, enabling a strong foundation for referral-based growth.

• High-quality, qualified leads will also be provided, ensuring a steady pipeline of new business prospects.

• Full back-office support is offered, including paraplanning, administration, and compliance assistance, allowing the adviser to focus on client-facing activity.

• The firm's investment management and advice capabilities are backed by one of the UK's largest Chartered financial planning operations.

• The firm offers whole-of-market advice, is independent (not tied to product providers), and has built a strong reputation for client trust and service quality.

• Its managed investment portfolios have achieved a Defaqto 5-star rating for multiple consecutive years.

• The firm operates from 50+ locations nationwide and manages in excess of £20?billion of client investment funds.

• Deliver holistic financial planning to HNW and UHNW clients, advising on pensions, investments, tax planning, estate planning, and protection

• Execute comprehensive fact finds, analyse client circumstances, and design bespoke strategies

• Build and deepen long-term relationships with clients, based on trust, clarity, and exceptional service

• Leverage the provided client introductions and client relationships to generate referrals and expand the adviser's client bank

• Engage with new leads, conduct initial meetings, and convert to profitable client relationships

• Work closely with the paraplanning, admin, and compliance teams to deliver seamless client journeys

• Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent)

• Experience in a financial planning, advisory or IFA role

• Strong interpersonal, consulting and relationship-building skills

• Comfort working with leads, referrals, and warm introductions

• Ability to articulate complex financial strategies clearly to clients

• Base Salary: Up to £80,000, depending on experience

• Bonus: Up to 25% of base salary, awarded on ongoing advice fees

  • Validation: Bonus scheme is structured on recurring revenue, with validation set at 1.25 base salary

• Client Bank Access: Introductions to 40-50 clients with £500,000+ AUM

• Support: Full back-office support, qualified leads, infrastructure and compliance assistance

• Professional Growth: CPD funding, mentoring, pathways to advanced credentials

• Work Structure: Hybrid working (Chelmsford base) with flexible remote/client visits as needed (2 to 3 days in the office)