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Permanent

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

St. Albans
money-bag 65000.00-65000.00 Annual
3085433310
Posted 5 days ago

A highly respected wealth management firm based in St Albans is looking to appoint a Chartered Financial Adviser to join its close-knit and collaborative team.This is a rare opportunity to inherit an established client bank, allowing the successful candidate the time to properly embed themselves within the business, understand the firm''s advice philosophy and build long-term relationships with clients.The RoleYou will work as part of a collaborative team alongside experienced Paraplanners and Financial Administrators, overseeing and developing an existing portfolio of clients while delivering high-quality holistic financial planning.Investment PhilosophyThe firm follows a disciplined, evidence-based investment approach, working closely with Dimensional Fund Advisors. The focus is on long-term financial planning and portfolio construction rather than short-term active fund selection.Clients• Typical client portfolios range from £250k - £3m AUM• Strong emphasis on long-term client relationships and ongoing adviceWorking Pattern• St Albans based firm• Hybrid working available (0-3 days in the office once established)Package• £70,000 basic salary• Discretionary bonus linked to company performanceRequirements• Chartered Financial Planner (CII)• Strong financial planning and relationship management skills• A team-focused adviser who is also comfortable working independentlyThis is an excellent opportunity for a Chartered Adviser who values quality advice, collaborative working ..... full job details .....

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