Financial Planner - St Albans
Location: St Albans, Hertfordshire
Salary: Competitive basic + bonus + benefits
Client Bank: Circa £30m AUM (handover from retiring adviser)
Experience: 3-5 years as a Financial Adviser / Planner
The Opportunity
I'm recruiting on behalf of a highly regarded, independent wealth management firm based in St Albans, who are looking for an experienced Financial Planner to take over part of an established client bank from a retiring adviser.
This is a rare opportunity to step into a high-quality portfolio (approx. £30m AUM) and continue delivering outstanding financial planning advice, with full support and a smooth client handover.
Role Overview
* Manage and develop a portfolio of existing clients, ensuring a seamless transition
* Deliver holistic financial planning across pensions, investments, protection, and estate planning
* Build long-term client relationships and uphold the firm's reputation for quality advice
* Work alongside a dedicated paraplanning and administrative team
* Generate additional business through referrals and ongoing client engagement
About You
* Level 4 Diploma qualified (Chartered or working towards is advantageous)
* Proven experience as a Financial Planner / Adviser (minimum 3 years)
* Strong technical knowledge across all areas of financial planning
* Excellent communication and relationship management skills
* Professional, ethical, and client-focused approach
What's on Offer
* Warm handover of existing clients (c. £30m AUM)
* Competitive salary and attractive bonus potential
* Full back-office support from experienced paraplanners and administrators
* Genuine long-term career progression, with potential for partnership or equity
This is an excellent opportunity for a Financial Planner who values long-term client relationships and wants to work within a supportive, forward-thinking firm.
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