Independent Financial Advisor

Financial Divisions; Hatfield; Hybrid; GBP 63,000 - 77,000; Full time

Benefits offered by this job

Hybrid work model

Paraplanning support

Structured marketing programme

Job summary

Financial Divisions near Hatfield is seeking an experienced Financial Adviser to manage an initial £10m portfolio and grow their client base. You will deliver holistic financial planning to high-net-worth and mass affluent clients, leveraging structured marketing and internal referrals.

You will receive full paraplanning and administrative support, with a hybrid working arrangement and immediate access to clients.

Qualifications

• Level 4 Diploma is minimum.
• Strong technical knowledge of financial planning and wealth management.
• Proven ability to build relationships with HNW clients and professional introducers.

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 to generate referrals and opportunities.
• Attending client meetings, networking events and seminars to maintain relationships.
• Delivering advice across investments, pensions, retirement planning and protection.
• Working with paraplanning and administration to deliver high-quality client experiences.
• Spending most time meeting clients face-to-face and developing relationships.

Skills

Holistic financial planning

Client relationship building

Portfolio management

Networking

Education

Level 4 Diploma (CII or equivalent)

Job description

Financial Adviser – Manage Existing client Base

Offices Close to Hatfield | £70,000 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 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 £70,000 (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

Contact Sam at [e-mail] if you like to be considered for this position?