Chartered Financial Adviser Inherited Client Bank

Position: Chartered Financial Adviser |  | £70,000  Bonus | Inherited Client Bank
A rare and highly attractive opportunity has arisen with a well-established and highly regarded wealth management firm in St Albans. This boutique practice is seeking a Chartered Financial Adviser to join their collaborative, close-knit team and take over a fully established client portfolio as part of a carefully managed succession plan. With a senior adviser relocating to Australia later this year, you will benefit from a structured and extended handover , giving you the time and support needed to build meaningful relationships and ensure a seamless transition for clients.

The Opportunity This is not a “build-your-own-book” role. You will inherit and manage a portfolio of approximately 60 high-quality clients , allowing you to focus on delivering exceptional advice rather than business development. You’ll be supported by an experienced in-house team of Paraplanners and Financial Administrators , enabling you to concentrate on client strategy, relationship management, and holistic financial planning.

Investment Approach The firm prides itself on a disciplined, evidence-based investment philosophy , partnering with Dimensional Fund Advisors . The focus is firmly on long-term planning and client outcomes , rather than short-term market timing or active fund selection. Client Profile You will work with an established and loyal client base:
Typical AUM: £250,000 – £3 million Clients value long-term relationships and ongoing advice Strong emphasis on trust, continuity, and personalised planning Working Environment St Albans-based office with a supportive team culture Hybrid working available (0–3 days in the office once established) A genuinely collaborative environment with a strong emphasis on quality over quantity Package £70,000 basic salary Discretionary bonus (typically 5–8%) Long-term stability within a respected and growing firm What We’re Looking For Chartered Financial Planner (CII) Strong technical financial planning expertise Proven ability to build and maintain trusted client relationships A collaborative mindset, with the confidence to work independently Why This Role Stands Out Opportunities to inherit a well-maintained client bank with a structured handover are extremely rare .

This role is ideal for an adviser who values:
Long-term client relationships High-quality, ethical financial planning Being part of a supportive and professional team Please contact Sam at Financial Divisions for more information for this role, thank you.