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Permanent

Financial Adviser - Existing Client Bank Provided, Hatfield, £75,000 Basic Salary + Bonus

Financial Divisions
Hatfield
money-bag £70000 Annual
Posted: 24 June 2026 (Yesterday)
Closing date: 24 July 2026
Ref: 3127754792

Hatfield, Hertfordshire£10m AUM Provided Strong Referral Network Full Paraplanning SupportAn exciting opportunity has arisen for an experienced Financial Adviser to join a growing and ambitious wealth management firm based near Hatfield.This forward-thinking financial planning business continues to expand through a combination of strong client retention, professional introducer relationships and a highly successful referral strategy. As part of their growth plans, they are seeking a client-focused Financial Adviser who can build upon an existing portfolio while developing new relationships through a steady stream of internal referrals and marketing-led opportunities.This role offers the ideal blend of inherited clients, business development support and adviser autonomy, providing an excellent platform for a motivated adviser to significantly grow their client bank and earning potential.The OpportunityFrom day one, you will inherit approximately £10 million of assets under management, providing an immediate foundation of recurring revenue and established client relationships.In addition to the inherited portfolio, you will have access to ongoing referrals generated through professional introducers, existing clients, marketing campaigns, seminars and client engagement initiatives coordinated by the firm''s leadership team.Supported by a dedicated paraplanning and administration function, you will be able to focus your time on client relationships, advice delivery and business ..... full job details .....

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