Financial Advisor - Inherit an existing client bank - Hertfordshire - Basic salary circa £60,000+Bonus
Are you an experienced financial adviser looking for a role where the hard work of building a client base has already been done?
This is a rare opportunity to step into an established, loyal portfolio of approximately £30 million AUM — handed over as part of a planned retirement from a highly respected independent wealth management firm near St Albans.
From day one, you will have a ready-made book of high-quality clients, strong ongoing fee income, and the full backing of an experienced paraplanning and admin team — leaving you free to do what you do best: deliver outstanding financial advice.
THE ROLE
* Take on full responsibility for an inherited client portfolio of approximately £30m AUM
* Provide holistic, independent financial planning advice to long-standing, loyal clients
* Build and deepen client relationships in line with the firm's reputation for integrity
* Identify opportunities to grow the portfolio through referrals and new enquiries
* Work collaboratively with in-house paraplanning and administrative support
ABOUT YOU
* 3–5 years' experience delivering regulated financial advice
* Level 4 Diploma in Regulated Financial Planning (Chartered status advantageous but not essential)
* Strong relationship-builder with a genuine client-first approach
* Commercially minded, proactive, and committed to high professional standards
* Seeking a long-term home — not just another job
WHAT'S ON OFFER
* Basic salary circa £60,000
* Attractive bonus and commission structure
* Inheritance of a quality client bank (~£30m AUM) from day one
* Full paraplanning and administrative support
* Genuine long-term career progression
* Stable, well-respected firm with an excellent market reputation
This role won't be on the market for long. If you're ready to take on a substantial client book and build a long-term career with a firm that values quality over volume, get in touch today.
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