Financial Advisor - Chelmsford

  • Location:

    Essex, Chelmsford

  • Discipline:

    Financial Services

  • Job type:


  • Benefits:

    £50,000 - £60,000 Basic, £100,000 OTE

  • Published:


  • Expiry date:


  • Reference:


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Our clients, a highly successful, award-winning Financial Planners, are looking to add to their team with a qualified Financial Advisor specialising in Wealth Management. Our clients are fully independent and offer whole of market advice in a variety of services. The successful candidate will be servicing an existing client bank, however, candidates can have funds under management already.

Full administration support will be provided, this is an exciting opportunity for a professional, driven, experienced Financial Advisor.

Salary package on offer for the role of Financial Advisor:

  • £50,000 - £60,000 Basic Salary
  • OTE £100,000 dependent on Longevity and Experience
  • Full Administration Support
  • Great Company Culture

Working Hours:

  • Monday – Friday Full time
  • Hybrid working opportunities

Financial Advisor requirements:

  • Level 4 Diploma
  • 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 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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