Financial Advisor

We’re working with a highly regarded, independent wealth management firm with a strong presence across the South East. Known for its long-term client relationships and commitment to quality advice, the business is looking to appoint an experienced Financial Adviser to join its Bishops Stortford office.

This is an excellent opportunity to step into an established, reputable practice where client service and professional integrity come first. You’ll be inheriting a well‑maintained client book, offering an immediate platform of loyal, engaged clients with assets from £500,000 and above.

While you’ll have the advantage of an existing portfolio, the firm is seeking someone who can also contribute to new client acquisition through referrals, networking, and professional connections.

You’ll be supported by a dedicated paraplanning and administration team, allowing you to focus your time on advising and relationship management.

• Provide holistic financial planning advice across pensions, investments, protection, and estate planning.
• Manage and develop an inherited portfolio of high‑net‑worth clients.
• Proactively identify and attract new clients through referrals and professional networks.
• Maintain up‑to‑date technical knowledge and ensure advice remains compliant and tailored.
• Collaborate with internal teams to deliver a seamless client experience.

• Level 6 qualified (Chartered) or close to completion.
• Demonstrable experience providing regulated advice to private clients.
• Proven ability to build and maintain strong client relationships.
• Commercially minded with the confidence and credibility to win new business.
• Strong communication and technical skills, with a client‑first approach.

• Competitive. Based on Experience
• Attractive bonus structure
• Support toward Chartered status (if not already achieved)
• Hybrid working available once established