Chartered Financial Adviser St Albans &;70,000 + Bonus Inherited Client Bank

A rare and highly attractive opportunity has arisen with a well-established and highly regarded wealth management firm in St Albans. This boutique practice is seeking a Chartered Financial Adviser to join their collaborative, close-knit team and take over a fully established client portfolio as part of a carefully managed succession plan.

With a senior adviser relocating to Australia later this year, you will benefit from a structured and extended handover, giving you the time and support needed to build meaningful relationships and ensure a seamless transition for clients.

The Opportunity

This is not a "build-your-own-book" role. You will inherit and manage a portfolio of approximately 60 high-quality clients, allowing you to focus on delivering exceptional advice rather than business development.

You'll be supported by an experienced in-house team of Paraplanners and Financial Administrators, enabling you to concentrate on client strategy, relationship management, and holistic financial planning.

Investment Approach

The firm prides itself on a disciplined, evidence-based investment philosophy, partnering with Dimensional Fund Advisors. The focus is firmly on long-term planning and client outcomes, rather than short-term market timing or active fund selection.

Client Profile

You will work with an established and loyal client base:

• Typical AUM: £250,000 - £3 million
• Clients value long-term relationships and ongoing advice
• Strong emphasis on trust, continuity, and personalised planning

Working Environment

• St Albans-based office with a supportive team culture
• Hybrid working available (0-3 days in the office once established)
• A genuinely collaborative environment with a strong emphasis on quality over quantity

Package

• £70,000 basic salary
• Discretionary bonus (typically 5-8%)
• Long-term stability within a respected and growing firm

What We're Looking For

• Chartered Financial Planner (CII)
• Strong technical financial planning expertise
• Proven ability to build and maintain trusted client relationships
• A collaborative mindset, with the confidence to work independently

Why This Role Stands Out

Opportunities to inherit a well-maintained client bank with a structured handover are extremely rare. This role is ideal for an adviser who values:

• Long-term client relationships
• High-quality, ethical financial planning
• Being part of a supportive and professional team

Please contact Sam at Financial Divisions for more information for this role, thank you.