Chartered Financial Planner

Independent Financial Adviser – (Take over Existing Client bank of circa 200 clients)

Location: Near Bishop’s Stortford, Hertfordshire

Salary: Up to £75,000 basic + Bonus

The Opportunity

A leading Chartered wealth management firm near Bishop’s Stortford is seeking an experienced, relationship-driven Independent Financial Adviser to join their expanding team. Ideally, you’ll be Chartered or close to Chartered, with around 5 years’ advisory experience.

You’ll work with a warm, loyal client base local to the Bishop’s Stortford area, with the chance to inherit existing clients and take on additional clients through 2026 acquisitions. This is a genuinely long-term, stable role with excellent earning potential and strong support.

What You’ll Work With

• Clients: Typically £100k+ investable assets (average £300k AUM)
• Portfolio: Full client bank ~200 clients

What My Client Offers

• Up to £70k basic, depending on experience/qualifications
• Bonus on initial fees, no validation
• Well-established office with strong regional presence
• Opportunity to inherit and grow a high-quality client bank
• Full paraplanning, admin, and compliance support
• Clear long-term growth path within a reputable Chartered firm

About You

• Chartered or close to Chartered
• Around 5 years’ holistic advice experience
• Strong relationship-builder with a client-first approach
• Professional, proactive, and motivated to deliver high-quality advice

How to Apply

If you’re seeking a stable, reputable firm with strong clients and real progression, we’d love to hear from you.

Please send your CV to Sam at Financial Divisions: samn@financialdivisions.co.uk