Inherit 60-Client Portfolio | Chartered Financial Planner

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

Job summary

Financial Divisions in St Albans is seeking a Chartered Financial Adviser to join a collaborative team and take over a fully established client portfolio as part of a succession plan.

You will inherit ~60 high-quality clients, supported by paraplanners and administrators, enabling you to focus on client strategy and holistic financial planning while maintaining long‑term relationships.

Qualifications

• Chartered Financial Planner (CII) certification required.
• Strong technical financial planning expertise.
• Proven ability to build and maintain trusted client relationships.
• Collaborative mindset with ability to work independently.

Responsibilities

• Inherit and manage a portfolio of approximately 60 high-quality clients.
• Focus on client strategy, relationship management, and holistic planning.
• Work with in-house paraplanners and financial administrators.
• Provide long-term financial planning and client outcomes.

Skills

Relationship management

Financial planning

Collaborative mindset

Education

Chartered Financial Planner (CII)

Job description

Financial Divisions in St Albans is seeking a Chartered Financial Adviser to join a collaborative team and take over a fully established client portfolio as part of a succession plan.

You will inherit ~60 high-quality clients, supported by paraplanners and administrators, enabling you to focus on client strategy and holistic financial planning while maintaining long‑term relationships.