Inherit 60-Client Portfolio | Chartered Financial Planner in St Albans

Inherit 60-Client Portfolio | Chartered Financial Planner in St Albans

St Albans Full-Time On-site
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Financial Divisions in St Albans is seeking a Chartered Financial Adviser to join a collaborative team and take over a fully established client portfolio as part of a succession plan.

You will inherit ~60 high-quality clients, supported by paraplanners and administrators, enabling you to focus on client strategy and holistic financial planning while maintaining long‑term relationships.

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Inherit 60-Client Portfolio | Chartered Financial Planner in St Albans employer: Financial Divisions

As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.

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Contact Details:

Financial Divisions Recruitment Team