Financial Advisor - Chelmsford

  • Location:

    Essex, Chelmsford

  • Discipline:

    Financial Services

  • Job type:


  • Benefits:

    £45,000 Basic Inc. profit share, parking + healthcare

  • Published:


  • Expiry date:


  • Reference:


Are you an experienced Financial Advisor seeking a new opportunity where hybrid working is an option?

Our clients leading and well-established Financial Planners based in the Chelmsford area, are currently looking for a Financial Advisor to join their team due to business growth.

This position will see the successful individual have the opportunity to grow their career and service an existing client bank. 

Working hours:

  • As a Financial Advisor, you'll be required to work Monday to Friday
  • Hybrid working is also an option 

The successful Financial Advisor will be offered: 

  • £45,000 basic 
  • Profit share
  • Career Progression
  • Parking
  • Healthcare (After the qualifying period)

Financial Advisor requirements:

  • Qualified advisor (Minimum Level 4)
  • Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
  • Strong computer literacy with exceptional attention to detail.
  • You will be highly self-motivated and offer exceptional customer service

As a Financial Advisor, your role will involve the following:

  • Dealing with an existing client bank
  • Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
  • Researching an approved panel of product providers and providing clients with information on new and existing products and services.
  • Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
  • Develop and maintain client relationships
  • Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

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