A highly respected wealth management firm based in St Albans is looking to appoint a Chartered Financial Adviser to join its close-knit and collaborative team.
This is a rare opportunity to inherit an established client bank, allowing the successful candidate the time to properly embed themselves within the business, understand the firm’s advice philosophy and build long-term relationships with clients.
The Role
You will work as part of a collaborative team alongside experienced Paraplanners and Financial Administrators, overseeing and developing an existing portfolio of clients while delivering high-quality holistic financial planning.
Investment Philosophy
The firm follows a disciplined, evidence-based investment approach, working closely with Dimensional Fund Advisors. The focus is on long-term financial planning and portfolio construction rather than short-term active fund selection.
Clients
• Typical client portfolios range from £250k – £3m AUM
• Strong emphasis on long-term client relationships and ongoing advice
Working Pattern
• St Albans based firm
• Hybrid working available (0–3 days in the office once established)
Package
• £70,000 basic salary
• Discretionary bonus linked to company performance
Requirements
• Chartered Financial Planner (CII)
• Strong financial planning and relationship management skills
• A team-focused adviser who is also comfortable working independently
This is an excellent opportunity for a Chartered Adviser who values quality advice, collaborative working and long-term client relationships.
Please contact Jo at Financial Divisions for a confidential chat.