Overview
Due to a significant increase in new enquiries, we are seeking a number of qualified Financial Advisers to join our growing team, based at our Chelmsford headquarters. We are open to speaking with both employed and self-employed advisers. This is an excellent opportunity for experienced professionals who are passionate about helping clients achieve their financial goals through expert advice and personalised planning. The ideal candidates will have a strong background in financial services and a commitment to delivering exceptional client outcomes within a supportive and dynamic environment.

Duties

• Provide comprehensive financial advice tailored to individual client needs, including investments, retirement planning, and risk management.
• Analyse clients’ financial circumstances and develop bespoke financial plans aligned with their short- and long-term objectives.
• Recommend suitable financial products and services, ensuring full compliance with regulatory requirements.
• Stay up to date with market trends, financial products, and relevant legislative changes.
• Build and maintain long-term client relationships through regular reviews and ongoing support.
• Deliver educational seminars or workshops to inform clients about financial strategies and planning options.
• Work collaboratively with other professionals, such as accountants and legal advisers, to provide holistic solutions.

Skills & Experience

• Qualified Financial Adviser with proven experience in financial services or financial planning.
• Strong analytical ability with confidence in interpreting complex financial information.
• Excellent communication skills, with the ability to clearly explain financial concepts to clients.
• Highly organised with strong attention to detail.
• Ability to build trust and rapport with clients through professionalism and integrity.
• Proficiency in industry-relevant financial planning and analysis software.

This is a fantastic opportunity to join a growing business at an exciting time, supporting increased client demand while continuing to develop your career in financial services.

Pay: From £40,000.00 per year

Benefits:

• Company pension
• Life insurance
• Work from home

Ability to commute/relocate:

• Chelmsford CM2 0QT: reliably commute or plan to relocate before starting work (preferred)

Education:

• A-Level or equivalent (required)

Experience:

• Financial services: 5 years (required)

Language:

• English (required)

Licence/Certification:

• Level 4 Financial Planning Diploma or Equivalent (required)

Work Location: Hybrid remote in Chelmsford CM2 0QT

View the original Indeed job posting for the Financial Advisor at Pocknells Wealth Management Ltd in 135 New London Road, Chelmsford CM2 0QT.