Financial Adviser – £30m Client Book Provided
Salary to £75,000 + Excellent Bonus + Benefits
Location: Hertfordshire
Are you a Financial Adviser looking for a role where you can focus on clients from day one — without the pressure of building a book from scratch?
Our client is offering a rare opportunity for a Financial Adviser to inherit a well-established, loyal client portfolio of circa £30m AUM, as part of a planned retirement within a highly regarded independent wealth management firm. It’s a genuine “walk into” position, offering immediate income, strong client relationships, and full internal support.
The Opportunity
You’ll take over a longstanding portfolio of high-quality clients, providing holistic financial planning advice while continuing to nurture and grow those relationships. With a dedicated paraplanning and administrative team in place, you’ll be free to focus on what a Financial Adviser does best, rather than back-office tasks.
Alongside managing the existing book, there is scope to organically grow the portfolio through high-quality referrals and new business opportunities, all within a firm that prioritises long-term relationships and quality of service over volume.
Key Responsibilities
- Take ownership of an inherited client bank (approx. £30m AUM) from day one
- Deliver holistic, independent financial advice
- Build and maintain strong, long-term client relationships
- Identify opportunities for organic growth through referrals and new enquiries
- Work closely with in-house paraplanning and administrative support
About You
- 3+ years’ experience providing regulated financial advice
- Level 4 Diploma
- Strong relationship management skills with a client-first mindset
- Commercially aware, proactive and professional in approach
- Looking for a long-term opportunity within a stable, reputable firm
What’s on Offer
- Basic salary to £75,000
- Very attractive bonus and commission structure
- Immediate access to a £30m AUM client portfolio
- Full paraplanning and administrative support
- Clear long-term progression within the business
- Supportive, well-respected firm with an excellent reputation
This is an excellent opportunity for a Financial Adviser who wants to step into a ready-made book, focus on delivering quality advice, and build a long-term career in a supportive environment.
If this sounds of interest, please send your CV to Harry at Financial Divisions: .
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