Financial Adviser
7 days ago
OverviewFinancial Planner – HNW Clients Provided | Chelmsford | £80,000 + BonusA 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.Key Proposition & Selling PointsThe 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... #J-18808-Ljbffr
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Chelmsford, United Kingdom Financial Divisions Full timeA respected independent wealth management firm in Chelmsford is seeking an ambitious Financial Adviser with 2–3 years’ experience. This role offers full paraplanning and administration support, allowing you to focus on providing high-quality financial advice and building strong client relationships. You will work closely with clients while developing...
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Financial Adviser
3 weeks ago
Chelmsford, United Kingdom Ortus PSR Full timeFinancial Planner – HNW Clients Provided | Chelmsford | £80,000 + Bonus 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...
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Financial Advisers
7 days ago
Chelmsford, United Kingdom Financial Divisions Full timeThe OpportunityMy client, a highly respected and award-winning independent wealth management firm near Chelmsford, is seeking an ambitious Financial Adviser with 2–3 years’ experience to join their expanding team.This opportunity is ideal for a driven, motivated Adviser who is hungry to progress, grow their client base, and build a long-term career...
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Financial Adviser
3 weeks ago
Chelmsford, United Kingdom Financial Divisions Full timeThe OpportunityMy client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser with around 2 years’ experience to join their expanding team.This is a fantastic opportunity for a developing adviser who’s ready to take the next step in their career. You’ll work in a highly supportive, professional...
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Chelmsford, United Kingdom Financial Divisions Full timeSalary: Up to £70,000 + 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...
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Financial Adviser
5 days ago
Chelmsford, United Kingdom Ortus PSR Full time**Are you looking for a flexible Adviser opportunity that can support you in reaching your true earning potential without sacrificing the way you like to work?** **The Role** This reputable and well-established practice can offer this role as either full time, part time or flexible working hours. The role can be carried out remotely from anywhere across...
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Financial Adviser
3 days ago
Chelmsford, United Kingdom Ortus PSR Full time**Are you looking for a flexible Adviser opportunity that can support you in reaching your true earning potential without sacrificing the way you like to work?** **The Role** This reputable and well-established practice can offer this role as either full time, part time or flexible working hours. The role can be carried out remotely from anywhere across...
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Self-Employed Financial Adviser
23 hours ago
Chelmsford, United Kingdom GCB Full timeOur clients are a well-established independent firm. They are seeking a Self-Employed Financial Advisor to join their company based in Warrington, working from home. They have an excellent reputation and have a huge amount of business coming through to them. Working hours: As a Self-Employed Financial Advisor, you’ll be required to work on a self-employed...
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Self-Employed Financial Adviser
7 days ago
Chelmsford, United Kingdom GCB Full timeOur clients are a well-established independent firm. They are seeking a Self-Employed Financial Advisor to join their company based in Warrington, working from home. They have an excellent reputation and have a huge amount of business coming through to them. Working hours As a Self-Employed Financial Advisor, you’ll be required to work on a self-employed...
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Mortgage Administrator
23 hours ago
Chelmsford, United Kingdom Financial PRO Full timeThis is a mortgage administrator role with a difference. Would like like to use your knowledge to help advisers improve and grow their business? If so, keep reading! Gary Das have been a mortgage and insurance adviser since 2003, and MD of ACTIVE a 7 figure brokerage with a team of 18 (and growing) based throughout the UK. Since March of 2019, I have...