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Permanent

Independent Financial Adviser St Albans Circa £60,000 + Bonus £30m AUM Handover

Financial Divisions
St. Albans
money-bag £55000 Annual
Posted: 01 June 2026 (1 week ago)
Closing date: 01 July 2026
Ref: 3115127371

Independent Financial Adviser St Albans Circa £60,000 + Bonus £30m AUM HandoverA rare and genuinely compelling opportunity has arisen with one of the most well-regarded independent wealth management firms in the Home Counties.Due to a planned retirement, my client is looking to appoint an experienced IFA to inherit a substantial, loyal client portfolio with an AUM of approximately £30 million. This is not a cold start - you will step into a well-established book with strong ongoing advice fee income, quality clients, and full continuity of relationship.The FirmIndependent, ethical, and long-standing - this is a firm built on doing things the right way. They have a robust compliance culture, excellent infrastructure, and a genuine commitment to both client outcomes and adviser development. Full paraplanning and administrative support are in place, so your time is spent where it matters most: with clients.The RoleTake ownership of an inherited portfolio of approximately £30m AUMDeliver holistic, independent financial planning advice across a high-quality client baseBuild lasting client relationships and identify opportunities for further growthWork collaboratively with internal support teams to ensure a seamless client experienceMaintain up-to-date knowledge of regulatory requirements, market developments and product landscapeAbout You3 to 5 years'' experience delivering regulated financial adviceLevel 4 Diploma in Regulated Financial Planning as a minimumStrong client ..... full job details .....

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