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Financial Planner | Existing Book to Inherit | St Albans
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Financial Planner Opportunity in St Albans
A long-standing, Chartered IFA is looking to appoint a Financial Planner in St Albans. They’re an established, award-winning business providing independent financial planning advice and discretionary investment management, with significant (but not Private Equity) backing behind them as they continue to grow.
Role Overview
Here you’ll be taking over an established £40–50m book of around 80–100 clients from a Director-level adviser, along with growing the book through company-generated leads.
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Key Highlights
- Flexible salary – typically up to £80K
- 30% of all initial fees, with no validation and paid quarterly
- Full paraplanning and admin support
- Strong company-generated lead flow
- Ethos on promoting from within and promoting on merit
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Qualifications and Requirements
They’re looking for a Diploma-qualified financial planner, but ultimately, it’s about finding the right cultural fit – someone ambitious who wants to build their career with the firm long term and be part of their continued growth.
If this sounds like an opportunity worth exploring, get in touch for more information.
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