Senior Financial Planner
2 days ago
Independent Financial Adviser – (Take over Existing Client bank of circa 200 clients) Location: Near Bishop’s Stortford, Hertfordshire
Salary: Up to £70,000 basic + Bonus
A leading Chartered wealth management firm near Bishop’s Stortford is seeking an experienced, relationship-driven Independent Financial Adviser to join their expanding team. You’ll work with a warm, loyal client base local to the Bishop’s Stortford area, with the chance to inherit existing clients and take on additional clients through 2026 acquisitions. This is a genuinely long-term, stable role with excellent earning potential and strong support.
Typically £100k+ investable assets (average £300k AUM)
Portfolio: Full client bank ~200 clients
Up to £70k basic , depending on experience/qualifications
Bonus on initial fees , no validation
Well-established office with strong regional presence
Opportunity to inherit and grow a high-quality client bank
Clear long-term growth path within a reputable Chartered firm
Professional, proactive, and motivated to deliver high-quality advice
Please send your CV to Sam at Financial Divisions : samn@financialdivisions.
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