Qualified Financial Advisor (Employed Role), Near Hemel Hempstead, Circa £50,000 + OTE up to £85,000

Take Over Retiring Advisor's Clients

Near Hemel Hempstead, Hertfordshire

Benefits: DIS, PMI, Pension, Hybrid Role

A unique and exciting opportunity has arisen with a well-established, independent wealth planning firm based near Hemel Hempstead. This boutique IFA firm, known for providing whole-of-market financial advice to both local and international families, as well as SME owners across Hertfordshire and London, is looking for a Qualified Financial Advisor to take over a retiring advisor’s client book.

Why This Role Is Appealing:

• Manage an Established Client Base: You will be inheriting a portion of an existing, long-standing client book. This is a servicing role with no sales pressure, focusing purely on managing and advising clients on their financial needs, including investments, tax planning, retirement planning, cash flow modelling, and protection.
• Established Relationships: The firm boasts longstanding relationships with many of its clients, which means you will have the opportunity to work with high-net-worth clients who trust the firm’s advice and approach.
• Hybrid Working: Enjoy the flexibility of a hybrid role, balancing time between the office, client meetings, and virtual consultations.
• Full Support: You will have full paraplanning and administration support, allowing you to focus on delivering outstanding financial advice while the back-office takes care of the heavy lifting.

The Ideal Candidate:

• Ideally, you will have at least 4 years of advising experience within a financial planning role.
• You will be a qualified financial advisor with a solid background in independent wealth planning.
• Strong communication skills and the ability to build and maintain trusted client relationships are essential.
• This role will be suitable for someone who is looking to take on a servicing role, focusing on nurturing an established client base with a consultative, relationship-driven approach.

Additional Benefits:

• Competitive salary of circa £50,000 with OTE up to £85,000.
• Attractive benefits package, including DIS, PMI, and a pension scheme.
• Generous holiday allowance.

If you're looking for a unique opportunity to join a highly reputable firm, manage an existing client book, and grow within an established and supportive environment, this is the role for you.

Interested? Please contact Laura at Financial Divisions to learn more about this opportunity and others I am currently working on.

Take the next step in your career with a role that combines established relationships, no sales pressure, and full support!

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