Financial Adviser

We are recruiting for a well-established independent Financial Planning company in St Albans who are looking for a Financial Adviser with a couple of years’ experience to join their team. You will take on an existing client base

The role will focus on managing the existing client book and growing it organically through referrals, leads, and other business development activities. You will receive a structured handover of clients and full support, including technical paraplanning and administration.

This position is ideal for advisers with some experience looking to join a growing national company, take on a substantial client bank, and benefit from strong earning potential.

• 2+ years’ experience providing regulated financial advice
• Level 6 qualified or actively working towards completion
• Experience in managing a client bank and building long-term relationships
• Good knowledge of pensions, investments, and protection products

• Electric car scheme available
• Pension scheme + additional employee benefits
• Opportunity to inherit an existing client bank with support to grow it

Get in touch or apply online to find out more about this opportunity.