Independent Financial Adviser

Eden Rose; Dacorum; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Existing client book provided

Bonus potential

Boutique culture

High-net-worth clientele

Job summary

Eden Rose in Hemel Hempstead is seeking an experienced Independent Financial Adviser to join a boutique wealth management practice. You will manage and develop your client bank, delivering holistic financial planning to high-net-worth individuals.

The role offers a hybrid working arrangement and an employed adviser position with earnings potential, including bonuses. You will work with affluent clients on complex planning matters and intergenerational strategies.

Qualifications

• Experience as a Financial Adviser / Independent Financial Adviser.
• Transferable client bank and recurring income.
• Strong relationship management and ethical approach to advice.

Responsibilities

• Manage and develop your existing client bank.
• Provide holistic financial planning to high-net-worth clients.
• Build long-term relationships with individuals and families.
• Generate new business through referrals and professional connections.
• Advise across investments, retirement planning and wealth preservation.
• Support complex inheritance tax and trust planning needs.
• Collaborate with clients' accountants, solicitors and advisers.
• Conduct client meetings, primarily from the office.

Skills

IFA experience

Client bank

Relationship mgmt

Ethical advisory

Job description

Independent Financial Adviser (IFA)

Hemel Hempstead, Hertfordshire (HP2)

Hybrid Working Available

£50,000+ Basic Salary DOE + Bonus

Salary Flexible Depending on Assets Under Management (AUM)

The Opportunity

A highly respected boutique financial planning firm in Hertfordshire is looking to speak with ambitious and client-focused Financial Advisers who can bring an existing client bank and are keen to continue growing their portfolio within a supportive and collaborative environment.

The business specialises in delivering holistic financial planning advice to high-net-worth individuals and families, focusing on long-term relationships, exceptional service and tailored wealth management solutions.

Unlike many advisory firms, this practice is intentionally selective about the clients it works with, preferring quality over quantity. The majority of clients hold investable assets in excess of £500,000, creating the opportunity to work with complex and rewarding cases involving wealth preservation, intergenerational planning, trusts and inheritance tax strategies.

As well as bringing your own clients, you will also be given the opportunity to support an existing client bank, providing a platform for immediate income generation and future growth.

The Role

You will join an experienced team of advisers and support professionals, delivering comprehensive financial planning advice while continuing to develop your own client relationships.

Your responsibilities will include:

• Managing and developing your existing client bank
• Providing holistic financial planning advice to high-net-worth clients
• Building long-term relationships with individuals and families
• Generating quality new business through referrals and professional connections
• Advising across investments, retirement planning and wealth preservation
• Supporting clients with complex inheritance tax and trust planning needs
• Working closely with clients' accountants, solicitors and other professional advisers
• Conducting client meetings, primarily from the office
• Identifying opportunities for intergenerational planning and wider family engagement

About You

The firm is seeking an adviser who shares its values and approach to financial planning.

The ideal candidate will have:

• Experience as a Financial Adviser / Independent Financial Adviser
• A transferable client bank and recurring income stream
• Strong relationship management skills
• A proven ability to develop and retain high-quality client relationships
• A professional and ethical approach to advice
• A genuine interest in holistic financial planning rather than transactional sales
• The ambition to continue growing their client base

This opportunity would particularly suit advisers who value quality advice, meaningful client relationships and the ability to work with affluent clients on complex planning matters.

Why Join?

• Employed adviser position
• Competitive basic salary from £50,000+, dependent on experience and AUM
• Bonus and earnings potential
• Existing client book provided alongside your own portfolio
• High-net-worth client base
• Boutique, relationship-led advisory firm
• Quality-over-quantity culture
• Strong reputation and loyal client relationships
• Flexible hybrid working arrangement
• Collaborative and supportive team environment

Working Arrangements

• Office based in Hemel Hempstead (HP2)
• All client meetings are generally conducted from the office
• Work from home every Friday
• Additional hybrid flexibility available for experienced, self-sufficient advisers
• Attendance expected for the weekly Tuesday team meeting

The Firm

This boutique wealth management practice has a reputation for providing highly personalised advice to affluent families and individuals. The business focuses on delivering first-class financial planning and works closely with other professional advisers to ensure clients receive fully integrated and holistic advice.

If you're an experienced Financial Adviser with a transferable client bank who is looking for a high-quality environment where advice and client relationships come first, we'd love to hear from you.