Financial Planner

Financial Planner – St AlbansLocation: St Albans, Hertfordshire Salary: Competitive basic + bonus + benefits Client Bank: Circa £30m AUM (handover from retiring adviser) Experience: 3–5 years as a Financial Adviser / Planner The OpportunityI’m recruiting on behalf of a highly regarded, independent wealth management firm based in St Albans, who are looking for an experienced Financial Planner to take over part of an established client bank from a retiring adviser. This is a rare opportunity to step into a high-quality portfolio (approx. £30m AUM) and continue delivering outstanding financial planning advice, with full support and a smooth client handover. Role Overview • Manage and develop a portfolio of existing clients, ensuring a seamless transition • Deliver holistic financial planning across pensions, investments, protection, and estate planning • Build long-term client relationships and uphold the firm’s reputation for quality advice • Work alongside a dedicated paraplanning and administrative team • Generate additional business through referrals and ongoing client engagement About You • Level 4 Diploma qualified (Chartered or working towards is advantageous) • Proven experience as a Financial Planner / Adviser (minimum 3 years) • Strong technical knowledge across all areas of financial planning • Excellent communication and relationship management skills • Professional, ethical, and client-focused approach What’s on Offer • Warm handover of existing clients (c. £30m AUM) • Competitive salary and attractive bonus potential • Full back-office support from experienced paraplanners and administrators • Genuine long-term career progression, with potential for partnership or equity This is an excellent opportunity for a Financial Planner who values long-term client relationships and wants to work within a supportive, forward-thinking firm.