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Independent Financial Adviser – Inherited AUM
Job in
St Albans, Hertfordshire, AL1, England, UK
Listed on 2026-01-15
Listing for:
Financial Divisions
Contract
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A reputable independent wealth management firm is seeking an experienced Independent Financial Adviser to take over a client portfolio valued at approximately £30 million due to retirement. This role focuses on delivering high-quality holistic advice while maintaining strong client relationships. The firm is recognized for its ethical approach and offers comprehensive support to ensure successful client management. Ideal candidates should have 3-5 years of advisory experience in a similar role.
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