Financial Adviser

7 days ago


Chelmsford, United Kingdom Ortus PSR Full time

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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