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Permanent

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

St. Albans
money-bag 70000.00-70000.00 Annual
3182050256
Posted Today

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 ..... full job details .....

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