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Financial advisor

Stevenage
Financial Divisions
Financial advisor
Posted: 12h ago
Offer description

🚨 Independent Financial Adviser Opportunity 🚨

📍 Near Watford | 💷 Up to £60,000 + Bonus | Hybrid Working


A well-established and growing Independent Financial Adviser firm near Watford is looking to appoint an experienced Independent Financial Adviser to join their expanding team.

This is an outstanding opportunity for an Adviser who enjoys building long-term client relationships and wants to inherit an established portfolio from day one.


âś… Take over client book of 200 existing clients

âś… Approx. ÂŁ40 million AUM to service and develop

âś… Strong administration & paraplanning support

âś… Collaborative and supportive team environment

âś… Hybrid working available after probation

âś… Long-term career progression within an independent practice


You’ll be providing holistic financial advice across pensions, investments, retirement planning, and protection while working closely with an experienced support team focused on delivering excellent client outcomes.

The successful candidate will ideally have:

âś” Level 4 Diploma in Financial Planning

âś” Previous experience as an Independent Financial Adviser

âś” Strong technical knowledge across pensions and investments

âś” Excellent relationship management skills

âś” CAS status preferred

The current team consists of:

• 5 Employed Advisers & Support team


This role would suit an Adviser seeking stability, quality client relationships, strong support, and genuine long-term opportunity within a respected independent firm.

For a confidential discussion, contact Sam at Financial Divisions ()


#IFAJobs #FinancialPlanner #IndependentFinancialAdviser #WealthManagement #FinancialServices #Paraplanner #FinancialAdvice #WatfordJobs #HertfordshireJobs #FinancialDivisions

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