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.

Contact Jo at Financial Divisions.