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

Client Bank Handover – Approx. £30m AUM

The Opportunity

My 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 knowledge

About 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 relationship-building skills and a client-centric approach

• Commercially aware, proactive, and committed to delivering high standards of advice

• Comfortable managing and growing a significant AUM

• Seeking long-term career progression within a stable, well-respected firm

What’s on Offer

• Basic salary circa £60,000

• Inheritance of a quality client bank (approx. £30m AUM)

• Attractive bonus/commission structure

• Full paraplanning and admin support

• Long-term progression opportunities

• Supportive, collaborative culture with excellent reputation in the market

• Strong infrastructure for both client and adviser success

If you’re an ambitious Adviser ready to step into a role with immediate AUM, long-term stability, and excellent career prospects, my client would love to hear from you.

Please contact Sam at Financial Divisions