At a Glance
- Tasks: Deliver holistic financial planning and manage a £10m portfolio while building client relationships.
- Company: Dynamic wealth management firm with a strong referral network near Hatfield.
- Benefits: Up to £75K salary, 30-40% bonus, full support, and structured marketing programme.
- Other info: Enjoy hybrid working and excellent career development opportunities.
- Why this job: Step into an established client base and make a real impact in clients' financial futures.
- Qualifications: Level 4 Diploma qualified; motivated to grow a client bank and maximise earnings.
The predicted salary is between 75000 - 75000 £ per year.
A dynamic and expanding wealth management firm based near Hatfield is seeking an experienced Financial Adviser to join their growing team. This role is ideal for a driven adviser who thrives on building long-term relationships and developing a quality client bank. You'll step straight into an established portfolio, supported by strong internal referrals and a well-structured marketing programme designed to accelerate business growth.
The Opportunity
You will join a firm with a steadily expanding client base and a proven referral network. From day one, you will inherit an initial £10m AUM, with further opportunities to engage with the wider client bank. The business invests heavily in adviser success, offering marketing support, seminars, and client engagement events managed by the leadership team. Full paraplanning and administrative support ensures you can focus on delivering high-quality advice and nurturing client relationships.
Key Responsibilities
- Delivering holistic financial planning to HNW and mass-affluent clients.
- Managing an initial £10m portfolio while actively increasing AUM.
- Building strong relationships with clients and professional partners within the associated accountancy firm.
- Attending client meetings, networking events and seminars to generate new opportunities.
- Providing advice across investments, pensions, retirement planning and protection.
- Working closely with paraplanners and administrators to ensure a seamless client experience.
- Spending the majority of your time in client-facing activity rather than office-based tasks.
Candidate Profile
- Level 4 Diploma qualified (CII or equivalent) as a minimum.
- Progression towards Chartered status is advantageous (study support available).
- Strong technical knowledge across financial planning and wealth management.
- Proven ability to build trust with HNW clients and professional introducers.
- Confident working alongside Partners within an accountancy environment.
- Highly motivated with a strong desire to grow a client bank and maximise earnings.
Package & Benefits
- Basic Salary: up to £75,000 (London weighting)
- Validation: 3x - 3.5x
- Bonus: 30% - 40% of all fee income generated
- Initial AUM: £10m from day one
- Full paraplanning and administrative support
- Structured marketing and seminar programme
- Additional benefits package (details available on request)
Financial Adviser - Inherit an Established Client Base - Hatfield Area - £75K +Bonus, Hybrid Working employer: Financial Divisions
Join a dynamic and expanding wealth management firm in the Hatfield area, where you will inherit an established client base and benefit from a strong internal referral network. The company fosters a supportive work culture with a focus on employee growth, offering comprehensive marketing support, seminars, and full paraplanning assistance to ensure your success as a Financial Adviser. With a competitive salary and bonus structure, this is an excellent opportunity for motivated professionals looking to build meaningful client relationships in a thriving environment.
