Recruiting now
| Posted: | 18/05/26 | |
| Recruiter: | Financial Divisions | |
| Reference: | 3110756316 | |
| Type: | Permanent | |
| Salary: | £55,000 - £60,000 Annual | |
| Location: | St. Albans, Hertfordshire | |
| Description: | Independent Financial Adviser (IFA) Location: Offices Near St Albans Salary: Circa £60,000 + bonus + benefits Client Bank Handover - Approx. £30m AUM The Opportunity My client, a highly reputable and forward-thinking independent wealth management firm, is seeking an experienced Independent Financial Adviser with 3-5 years' advisory experience to join their established team. This is a rare and exceptional opportunity: due to an upcoming retirement, you will inherit a substantial, loyal client portfolio with an AUM of approximately £30 million, providing a strong foundation of ongoing advice fees and relationship continuity. You will be joining a firm known for its ethical approach, robust compliance culture, and long-standing client relationships. Full paraplanning and administrative support are provided, allowing you to focus on delivering high-quality advice and growing your client base further. The Role • Provide holistic, independent financial planning advice to an inherited portfolio of high-quality clients • Build long-term relationships and deliver an exceptional client experience • Manage and grow an AUM of approx. £30m, with strong ongoing fee income • Identify new opportunities within both the existing book and new enquiries • Work collaboratively with internal support teams to ensure seamless client journeys • Stay up to date with regulatory requirements, market developments, and product knowledge About You • Currently an adviser with 3-5 years' experience providing regulated financial advice • Level 4 Diploma in Regulated Financial Planning (Chartered status not required) • Strong relationship-building skills and a client-centric approach • Commercially aware, proactive, and committed to delivering high standards of advice • Comfortable managing and growing a significant AUM • Seeking long-term career progression within a stable, well-respected firm What's on Offer • Basic salary circa £60,000 • Inheritance of a quality client bank (approx. £30m AUM) • Attractive bonus/commission structure • Full paraplanning and admin support • Long-term progression opportunities • Supportive, collaborative culture with excellent reputation in the market • Strong infrastructure for both client and adviser success If you're an ambitious Adviser ready to step into a role with immediate AUM, long-term stability, and excellent career prospects, my client would love to hear from you. Please contact Sam at Financial Divisions. | |