At a Glance
- Tasks: Provide expert financial advice and manage a substantial client portfolio.
- Company: Established wealth management firm with a strong reputation.
- Benefits: Up to £60,000 salary, bonuses, hybrid working, and excellent support.
- Other info: Immediate access to a £40m client bank and opportunities for growth.
- Why this job: Join a collaborative team and make a real impact on clients' financial futures.
- Qualifications: Experience as a Financial Adviser and strong client relationship skills.
The predicted salary is between 60000 - 60000 £ per year.
Near Watford, Hertfordshire Up to £60,000 Basic Salary + Bonus + Benefits £40m AUM Client Bank Available | Hybrid Working | Established Independent Financial Planning Firm An exciting opportunity has arisen for an experienced Independent Financial Adviser to join a well-established and growing wealth management firm based near Watford.
This highly regarded Independent Financial Advice practice has built a strong reputation for delivering high-quality, holistic financial planning advice and maintaining long-term relationships with its clients.
Following the acquisition of a substantial client portfolio, the business is seeking an experienced Financial Adviser who can take ownership of an established client bank and continue delivering exceptional client outcomes.
This role offers immediate access to a sizeable portfolio, excellent support infrastructure and the opportunity to become a key member of a collaborative and growing financial planning team.
The Opportunity You will inherit an existing portfolio of approximately 200 clients representing around £40 million of assets under management, providing a significant foundation from which to build your long-term success.
Working alongside experienced paraplanners, administrators and fellow advisers, you will focus on delivering comprehensive financial planning advice while developing a...
