Financial Planner – St Albans

Location: 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 Opportunity

I’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.

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