Financial Divisions
Financial Adviser – Manage Existing client Base
Offices Close to Hatfield | £75,000 Basic (London Weighting) + Bonus | Hybrid Flexible Working options
A growing and ambitious wealth management firm with offices near Hatfield is looking to appoint an experienced Financial Adviser to join their expanding team.
This is an excellent opportunity for a motivated adviser who enjoys building relationships and developing a strong client bank. The successful candidate will benefit from immediate access to clients, strong internal referrals, and a structured marketing strategy designed to help advisers grow their business.
The Opportunity
You will be joining a firm with a growing client base and strong referral opportunities through an established network. From day one, you will inherit clients and will have the opportunity to develop relationships with the wider client base of the business.
The firm actively supports advisers in growing their client bank through structured marketing campaigns, seminars and client engagement events, managed internally by the leadership team.
You will also benefit from full paraplanning and administrative support, allowing you to focus on client relationships and advice delivery.
Key Responsibilities
- Providing holistic financial planning advice to HNW and mass affluent clients.
- Managing an initial £10m portfolio while actively growing assets under management.
- Building strong relationships with clients and partners within the associated accountancy firm to generate referrals and new opportunities.
- Attending client meetings, networking events and seminars to build and maintain relationships.
- Delivering advice across key planning areas including investments, pensions, retirement planning and protection.
- Working closely with the internal paraplanning and administration team to deliver a high-quality client experience.
- Spending the majority of time meeting clients face-to-face and developing relationships, rather than being office-bound.
Candidate Profile
- Level 4 Diploma qualified (minimum) through the Chartered Insurance Institute or equivalent.
- Working towards Chartered status would be advantageous (study support available).
- Strong technical knowledge of financial planning and wealth management.
- Proven ability to build relationships and develop client trust, particularly with HNW individuals and professional introducers.
- Confident and credible when working with Partners within an accountancy firm environment.
- Highly motivated with a strong appetite to grow a client bank and maximise earning potential.
Package
- Basic Salary: up to £75,000 (London weighting)
- Validation: 3x – 3.5x validation target
- Bonus: 30% – 40% on all fee income generated
- Initial AUM: £10m provided from day one
- Full Paraplanning and Administrative Support
- Structured marketing and seminar programme to generate client engagement
- Benefits package: Full details to be confirmed
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Accounting & Finance Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.