At a Glance
- Tasks: Manage a ready-made client bank and provide exceptional financial advice.
- Company: Respected independent financial planning firm near Watford.
- Benefits: Salary up to £65,000, attractive bonuses, and hybrid working options.
- Other info: Supportive team environment with a clear career progression path.
- Why this job: Step into a role with an established client base and focus on building relationships.
- Qualifications: Experience as a Financial Adviser and strong relationship-building skills.
The predicted salary is between 65000 - 65000 £ per year.
Location: Near Watford
Salary: Up to £65,000 DOE + Excellent Bonus Validation Structure
Job Type: Full-Time | Permanent
Hybrid Working: Available after successful probation
Step into an Adviser role with an established client bank from day one. If you're an experienced Financial Adviser looking for quality clients rather than chasing leads, this could be the opportunity you've been waiting for.
A highly respected, independent financial planning firm near Watford has recently acquired a substantial client portfolio and is looking for an ambitious Adviser to take ownership of an existing bank of approximately 200 loyal clients with around £40 million in Assets Under Management.
With a strong support team behind you and a genuine long-term career path, you'll be able to focus on what you do best—building trusted client relationships and delivering exceptional financial advice.
What's on Offer?
- Ready-made client bank of approximately 200 clients
- Around £40 million AUM to service, retain and develop
- Salary up to £65,000 (DOE)
- Attractive bonus and validation structure
