Financial Adviser - Manage Existing client Base Offices Close to Hatfield &75,000 Basic

Financial Divisions; Hatfield; Hybrid; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Full paraplanning support

Structured marketing programme

Bonus on fee income

Job summary

Financial Divisions near Hatfield is seeking an experienced Financial Adviser to join their expanding team. You will inherit clients from day one and work with a growing portfolio in a role with hybrid working and London weighting.

You'll provide holistic financial planning to HNW and mass affluent clients, with paraplanning support and a structured marketing strategy to grow your book of business.

Qualifications

• Level 4 Diploma or equivalent is required.
• Chartered status would be advantageous and supported.
• Strong technical knowledge of financial planning and wealth management.

Responsibilities

• Providing holistic financial planning advice to HNW and mass affluent clients.
• Managing an initial £10m portfolio while growing assets under management.
• Building relationships with clients and partners within an accountancy firm to generate referrals.
• Attending client meetings, networking events and seminars to build and maintain relationships.
• Delivering advice across investments, pensions, retirement planning and protection.
• Working with paraplanning and administration teams to ensure high-quality service.
• Spending most time meeting clients face-to-face and developing relationships.

Skills

Client relationship building

Financial planning knowledge

Wealth management

Networking

Education

Level 4 Diploma

Chartered status (advantageous)

Job description

Financial Adviser - Manage Existing client Base

Offices Close to Hatfield £75,000 Basic (London Weighting) + Bonus Hybrid Flexible Working options

A growing and ambitious wealth management firm with offices near Hatfield is looking to appoint an experienced Financial Adviser to join their expanding team.

This is an excellent opportunity for a motivated adviser who enjoys building relationships and developing a strong client bank. The successful candidate will benefit from immediate access to clients, strong internal referrals, and a structured marketing strategy designed to help advisers grow their business.

The Opportunity

You will be joining a firm with a growing client base and strong referral opportunities through an established network. From day one, you will inherit clients and will have the opportunity to develop relationships with the wider client base of the business.

The firm actively supports advisers in growing their client bank through structured marketing campaigns, seminars and client engagement events, managed internally by the leadership team.

You will also benefit from full paraplanning and administrative support, allowing you to focus on client relationships and advice delivery.

Key Responsibilities

• Providing holistic financial planning advice to HNW and mass affluent clients.
• Managing an initial £10m portfolio while actively growing assets under management.
• Building strong relationships with clients and partners within the associated accountancy firm to generate referrals and new opportunities.
• Attending client meetings, networking events and seminars to build and maintain relationships.
• Delivering advice across key planning areas including investments, pensions, retirement planning and protection.
• Working closely with the internal paraplanning and administration team to deliver a high-quality client experience.
• Spending the majority of time meeting clients face-to-face and developing relationships, rather than being office-bound.

Candidate Profile

• Level 4 Diploma qualified (minimum) through the Chartered Insurance Institute or equivalent.
• Working towards Chartered status would be advantageous (study support available).
• Strong technical knowledge of financial planning and wealth management.
• Proven ability to build relationships and develop client trust, particularly with HNW individuals and professional introducers.
• Confident and credible when working with Partners within an accountancy firm environment.
• Highly motivated with a strong appetite to grow a client bank and maximise earning potential.

Package

• Basic Salary: up to £75,000 (London weighting)
• Validation: 3x - 3.5x validation target
• Bonus: 30% - 40% on all fee income generated
• Initial AUM: £10m provided from day one
• Full Paraplanning and Administrative Support
• Structured marketing and seminar programme to generate client engagement
• Benefits package: Full details to be confirmed