Financial Planner

Financial Planner - St AlbansLocation: St Albans, Hertfordshire Salary: Competitive basic + bonus + benefitsClient Bank: Circa £30m AUM (handover from retiring adviser)Experience: 3-5 years as a Financial Adviser / PlannerThe OpportunityI''m recruiting on behalf of a highly regarded, independent wealth management firm based in St Albans, who are looking for an experienced Financial Planner to take over part of an established client bank from a retiring adviser.This is a rare opportunity to step into a high-quality portfolio (approx. £30m AUM) and continue delivering outstanding financial planning advice, with full support and a smooth client handover.Role OverviewManage and develop a portfolio of existing clients, ensuring a seamless transitionDeliver holistic financial planning across pensions, investments, protection, and estate planningBuild long-term client relationships and uphold the firm''s reputation for quality adviceWork alongside a dedicated paraplanning and administrative teamGenerate additional business through referrals and ongoing client engagementAbout YouLevel 4 Diploma qualified (Chartered or working towards is advantageous)Proven experience as a Financial Planner / Adviser (minimum 3 years)Strong technical knowledge across all areas of financial planningExcellent communication and relationship management skillsProfessional, ethical, and client-focused approachWhat''s on OfferWarm handover of existing clients (c. £30m AUM)Competitive salary and attractive ..... full job details .....