Financial Planner – St AlbansLocation: St Albans, Hertfordshire
Salary: Competitive basic + bonus + benefits
Client Bank: Circa £30m AUM (handover from retiring adviser)
Experience: 3–5 years as a Financial Adviser / Planner
The OpportunityI’m recruiting on behalf of a highly regarded, independent wealth management firm based in St Albans, who are looking for an experienced Financial Planner to take over part of an established client bank from a retiring adviser.
This is a rare opportunity to step into a high-quality portfolio (approx. £30m AUM) and continue delivering outstanding financial planning advice, with full support and a smooth client handover.
Role Overview*Manage and develop a portfolio of existing clients, ensuring a seamless transition
*Deliver holistic financial planning across pensions, investments, protection, and estate planning
*Build long-term client relationships and uphold the firm’s reputation for quality advice
*Work alongside a dedicated paraplanning and administrative team
*Generate additional business through referrals and ongoing client engagement
About You*Level 4 Diploma qualified (Chartered or working towards is advantageous)
*Proven experience as a Financial Planner / Adviser (minimum 3 years)
*Strong technical knowledge across all areas of financial planning
*Excellent communication and relationship management skills
*Professional, ethical, and client-focused approach
What’s on Offer*Warm handover of existing clients (c. £30m AUM)
*Competitive salary and attractive bonus potential
*Full back-office support from experienced paraplanners and administrators
*Genuine long-term career progression, with potential for partnership or equity
This is an excellent opportunity for a Financial Planner who values long-term client relationships and wants to work within a supportive, forward-thinking firm.