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Permanent

Independent Financial Adviser (IFA), Offices Near St Albans, Circa £60,000 + bonus + benef

St. Albans
money-bag 55000.00-55000.00 Annual
3088851251
Posted 3 days ago

Client Bank Handover - Approx. £30m AUMThe OpportunityMy 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 knowledgeAbout 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 rela

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