Independent Financial Adviser Circa + AUM Handover

Independent Financial Adviser St Albans Circa £60,000 + Bonus £30m AUM Handover

A rare and genuinely compelling opportunity has arisen with one of the most well-regarded independent wealth management firms in the Home Counties.

Due to a planned retirement, my client is looking to appoint an experienced IFA to inherit a substantial, loyal client portfolio with an AUM of approximately £30 million. This is not a cold start - you will step into a well-established book with strong ongoing advice fee income, quality clients, and full continuity of relationship.

The Firm

Independent, ethical, and long-standing - this is a firm built on doing things the right way. They have a robust compliance culture, excellent infrastructure, and a genuine commitment to both client outcomes and adviser development. Full paraplanning and administrative support are in place, so your time is spent where it matters most: with clients.

The Role

• Take ownership of an inherited portfolio of approximately £30m AUM
• Deliver holistic, independent financial planning advice across a high-quality client base
• Build lasting client relationships and identify opportunities for further growth
• Work collaboratively with internal support teams to ensure a seamless client experience
• Maintain up-to-date knowledge of regulatory requirements, market developments and product landscape

About You

• 3 to 5 years' experience delivering regulated financial advice
• Level 4 Diploma in Regulated Financial Planning as a minimum
• Strong client relationship skills with a genuinely client-centric approach
• Commercially minded, proactive and committed to delivering consistent, high-quality advice
• Looking for long-term stability and progression within a well-respected firm

What Is on Offer

• Basic salary circa £60,000
• Attractive bonus and commission structure
• Immediate inheritance of a quality client bank (approx. £30m AUM)
• Full paraplanning and administrative support
• Long-term career progression
• A supportive, collaborative culture with a strong market reputation

If you are an experienced adviser ready to step into a role with immediate AUM, a clear long-term future, and a firm that genuinely invests in its people, I would very much like to hear from you.

Contact Joanna Clark in confidence.