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Permanent

Chartered Financial Adviser St Albans £70,000 + Bonus Existing Client Bank

St. Albans
money-bag 65000.00-65000.00 Annual
3088851023
Posted 2 days ago

A highly respected St Albans based wealth management firm is looking for a Chartered Financial Adviser to join their close-knit team.This is a rare opportunity to inherit and manage an established client base, the successful candidate time to embed into the business, learn the firm''s advice philosophy and build strong client relationships.The Role You will work within the firm''s collaborative Team structure of Paraplanners and Financial Administrators overseeing a portfolio of clients.Investment Philosophy The firm follows an evidence-based investment approach, working with Dimensional Fund Advisors, focusing on long-term planning rather than active fund selection.Clients • Typical client size: £250k - £3m AUMWorking Pattern • St Albans based firm • Hybrid working available (0-3 days in office) once establishedPackage • £70,000 basic salary • Discretionary bonus (based on company performance)Requirements • Chartered Financial Planner (CII) • Strong financial planning and relationship management skills • Team player who can also work independentlyThis is an excellent opportunity for a Chartered Adviser who values long-term client relationships, collaborative working and high-quality financial planning. If you''d like to learn more, please get in touch with Sam at Financial Divisions ..... full job details .....

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