A highly respected wealth management firm based in St Albans is looking to appoint a Chartered Financial Adviser to join its close-knit and collaborative team.

This is a rare opportunity to inherit an established client bank, allowing the successful candidate the time to properly embed themselves within the business, understand the firm’s advice philosophy and build long-term relationships with clients.

The Role

You will work as part of a collaborative team alongside experienced Paraplanners and Financial Administrators, overseeing and developing an existing portfolio of clients while delivering high-quality holistic financial planning.

Investment Philosophy

The firm follows a disciplined, evidence-based investment approach, working closely with Dimensional Fund Advisors. The focus is on long-term financial planning and portfolio construction rather than short-term active fund selection.

Clients

• Typical client portfolios range from £250k – £3m AUM

• Strong emphasis on long-term client relationships and ongoing advice

Working Pattern

• St Albans based firm

• Hybrid working available (0–3 days in the office once established)

Package

• £70,000 basic salary

• Discretionary bonus linked to company performance

Requirements

• Chartered Financial Planner (CII)

• Strong financial planning and relationship management skills

• A team-focused adviser who is also comfortable working independently

This is an excellent opportunity for a Chartered Adviser who values quality advice, collaborative working and long-term client relationships.

Please contact Jo at Financial Divisions for a confidential chat.