At a Glance
- Tasks: Deliver holistic financial planning advice and manage a £10 million client portfolio.
- Company: Ambitious wealth management firm with a strong referral network.
- Benefits: Up to £75,000 salary, competitive bonuses, hybrid working, and study support.
- Other info: Collaborative culture with full paraplanning support and excellent career development opportunities.
- Why this job: Inherit clients from day one and access ongoing referrals for growth.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience with high-net-worth clients.
The predicted salary is between 75000 - 75000 £ per year.
An exciting opportunity has arisen for an experienced Financial Adviser to join a growing and ambitious wealth management firm based near Hatfield. This forward-thinking financial planning business continues to expand through a combination of strong client retention, professional introducer relationships and a highly successful referral strategy. As part of their growth plans, they are seeking a client-focused Financial Adviser who can build upon an existing portfolio while developing new relationships through a steady stream of internal referrals and marketing-led opportunities.
This role offers the ideal blend of inherited clients, business development support and adviser autonomy, providing an excellent platform for a motivated adviser to significantly grow their client bank and earning potential.
The OpportunityFrom day one, you will inherit approximately £10 million of assets under management, providing an immediate foundation of recurring revenue and established client relationships. In addition to the inherited portfolio, you will have access to ongoing referrals generated through professional introducers, existing clients, marketing campaigns, seminars and client engagement initiatives coordinated by the firm's leadership team. Supported by a dedicated paraplanning and administration function, you will be able to focus your time on client relationships, advice delivery and business development rather than paperwork and administration.
Your Responsibilities- Deliver holistic financial planning advice to high-net-worth and affluent private clients
- Manage and develop an inherited portfolio of approximately £10 million AUM
- Build relationships with existing clients and identify additional planning opportunities
- Develop referral opportunities through professional introducers and strategic partnerships
- Build strong working relationships with Partners and stakeholders within associated accountancy firms
- Attend client meetings, networking events and educational seminars
- Provide advice across pensions, investments, retirement planning, protection and wider financial planning areas
- Work closely with paraplanners and administrators to ensure an exceptional client experience
- Continue growing assets under management through relationship-led business development
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Previous experience as a Financial Adviser, Wealth Manager or Independent Financial Adviser
- Strong technical knowledge across pensions, investments and financial planning
- Excellent relationship‑building and communication skills
- Experience working with high-net‑worth clients and professional introducers
- Commercially minded with a strong desire to develop and grow a client bank
- Professional and credible approach when working with accountants and other introducers
- Working towards Chartered status would be advantageous, although not essential
- Basic salary up to £75,000 including London weighting
- Competitive bonus structure paying 30%-40% of generated fee income
- Validation target of 3x-3.5x £10 million assets under management provided from day one
- Ongoing referrals and internal introductions
- Structured marketing campaigns and seminar programme
- Full paraplanning and administrative support
- Hybrid and flexible working arrangements
- Study support towards Chartered status where applicable
- Comprehensive benefits package
Many advisory opportunities require advisers to build a client bank from scratch. This role offers a significant head start through an inherited portfolio, strong internal referral channels and a well-established marketing strategy designed to generate ongoing client engagement. Combined with full paraplanning support and a collaborative culture, this represents an outstanding opportunity for an ambitious adviser seeking both stability and long-term growth potential.
To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.
Financial Adviser - Existing Client Bank Provided, Hatfield, £75,000 Basic Salary + Bonus + Benefits employer: Financial Divisions
Join a dynamic wealth management firm in Hatfield that prioritises employee growth and offers a supportive work culture. With a strong referral network, comprehensive paraplanning support, and a competitive salary structure, this role provides an exceptional platform for Financial Advisers to thrive while enjoying the benefits of hybrid working arrangements and a focus on client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser - Existing Client Bank Provided, Hatfield, £75,000 Basic Salary + Bonus + Benefits
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser - Existing Client Bank Provided, Hatfield, £75,000 Basic Salary + Bonus + Benefits
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
