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Strategic Financial Planner - £30m AUM Handover + Equity
Job in
St Albans, Hertfordshire, AL1, England, UK
Listed on 2026-08-01
Listing for:
Blakemore Recruitment
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Blakemore Recruitment is supporting an independent wealth management firm in St Albans in hiring an experienced Financial Planner to take over part of an established client bank. You will manage a portfolio with around £30m AUM and deliver holistic financial planning to an affluent clientele, with full back-office support and a smooth client handover.
The ideal candidate has a Level 4 Diploma (Chartered or working towards is advantageous) and 3–5 years of experience, with strong technical
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