Junior Financial Adviser - Inherited Client Bank, Hertfordshire, £55,000 + Excellent Benefits

£55,000 + Excellent Benefits + Competitive Bonus

An exceptional opportunity has arisen to join a well-established and highly regarded Chartered firm of Wealth Managers based in Hertfordshire. Having experienced strong organic growth alongside strategic acquisitions, the firm continues to go from strength to strength and now seeks a Junior Financial Adviser to support their continued expansion.

Due to the planned retirement of a long-serving Adviser, the successful candidate will inherit an existing book of loyal clients over the next couple of years. This is a rare opportunity to work closely with the retiring Adviser, ensuring a smooth and personalised handover for clients with whom they have built strong, long-standing relationships.

This role is ideally suited to a motivated, client-focused Adviser who enjoys building and nurturing relationships but prefers not to focus heavily on new business development. The client base includes individuals at and post-retirement, accumulators, and local SME business owners, with advice spanning investments, pensions, protection, trusts, and estate planning.

You'll receive full support to bridge any technical knowledge gaps, alongside excellent on-the-job training within a secure, people-focused environment. The firm prides itself on looking after both its clients and employees, offering a collaborative culture, generous bonus scheme (paid on all generated income), and a comprehensive benefits package.

Once established, there is also flexibility to work more from home than the office, and full Paraplanning support will be provided to help you focus on delivering high-quality advice.

Requirements:

• Level 4 Diploma in Financial Planning (minimum)
• Current CAS status
• At least 1 year's experience advising private clients in a holistic wealth management setting

If you're a career-minded Adviser seeking a long-term opportunity with a prestigious firm and a secure client base, we'd love Interested?

Contact Sam Negbenebor at Financial Divisions.