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
1. Manage and develop a portfolio of existing clients, ensuring a seamless transition
2. Deliver holistic financial planning across pensions, investments, protection, and estate planning
3. Build long-term client relationships and uphold the firm’s reputation for quality advice
4. Work alongside a dedicated paraplanning and administrative team
5. Generate additional business through referrals and ongoing client engagement
About You
6. Level 4 Diploma qualified (Chartered or working towards is advantageous)
7. Proven experience as a Financial Planner / Adviser (minimum 3 years)
8. Strong technical knowledge across all areas of financial planning
9. Excellent communication and relationship management skills
10. Professional, ethical, and client-focused approach
What’s on Offer
11. Warm handover of existing clients (c. £30m AUM)
12. Competitive salary and attractive bonus potential
13. Full back-office support from experienced paraplanners and administrators
14. 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.