Full job descriptionHatfield, Hertfordshire
£10m AUM Provided | Strong Referral Network | Full Paraplanning Support
An exciting opportunity has arisen for an experienced Financial Adviser to join a growing and ambitious wealth management firm based near Hatfield.
This forward-thinking financial planning business continues to expand through a combination of strong client retention, professional introducer relationships and a highly successful referral strategy. As part of their growth plans, they are seeking a client-focused Financial Adviser who can build upon an existing portfolio while developing new relationships through a steady stream of internal referrals and marketing-led opportunities.
This role offers the ideal blend of inherited clients, business development support and adviser autonomy, providing an excellent platform for a motivated adviser to significantly grow their client bank and earning potential.
The Opportunity
From day one, you will inherit approximately £10 million of assets under management, providing an immediate foundation of recurring revenue and established client relationships.
In addition to the inherited portfolio, you will have access to ongoing referrals generated through professional introducers, existing clients, marketing campaigns, seminars and client engagement initiatives coordinated by the firm’s leadership team.
Supported by a dedicated paraplanning and administration function, you will be able to focus your time on client relationships, advice delivery and business development rather than paperwork and administration.
Your Responsibilities
• Deliver holistic financial planning advice to high-net-worth and affluent private clients
• Manage and develop an inherited portfolio of approximately £10 million AUM
• Build relationships with existing clients and identify additional planning opportunities
• Develop referral opportunities through professional introducers and strategic partnerships
• Build strong working relationships with Partners and stakeholders within associated accountancy firms
• Attend client meetings, networking events and educational seminars
• Provide advice across pensions, investments, retirement planning, protection and wider financial planning areas
• Work closely with paraplanners and administrators to ensure an exceptional client experience
• Continue growing assets under management through relationship-led business development
Requirements
• Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Previous experience as a Financial Adviser, Wealth Manager or Independent Financial Adviser
• Strong technical knowledge across pensions, investments and financial planning
• Excellent relationship-building and communication skills
• Experience working with high-net-worth clients and professional introducers
• Commercially minded with a strong desire to develop and grow a client bank
• Professional and credible approach when working with accountants and other introducers
• Working towards Chartered status would be advantageous, although not essential
What’s on Offer
• Basic salary up to £75,000 including London weighting
• Competitive bonus structure paying 30%-40% of generated fee income
• Validation target of 3x-3.5x
• £10 million assets under management provided from day one
• Ongoing referrals and internal introductions
• Structured marketing campaigns and seminar programme
• Full paraplanning and administrative support
• Hybrid and flexible working arrangements
• Study support towards Chartered status where applicable
• Comprehensive benefits package
Why This Opportunity Stands Out
Many advisory opportunities require advisers to build a client bank from scratch. This role offers a significant head start through an inherited portfolio, strong internal referral channels and a well-established marketing strategy designed to generate ongoing client engagement.
Combined with full paraplanning support and a collaborative culture, this represents an outstanding opportunity for an ambitious adviser seeking both stability and long-term growth potential.
To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.