Qualified Financial Advisor - No Client Bank Required, £60,000 - £75,000 (DOE), St. Albans

Salary: £60,000 - £75,000 (DOE) + Annual Bonus & BenefitsExperience: Minimum 7 YearsClient Bank:Not required - this is a servicing role

We are currently seeking an experienced and highly capable Qualified Financial Advisor to join our established and reputable wealth management firm. This is a rare opportunity for a dynamic and self-motivated individual to take on a ready-made client portfolio with no requirement to bring clients of your own.

The Role:

• You will be responsible for managing the wealth management and financial planning needs of approximately 200 longstanding clients, with collective funds under management exceeding £150 million.
• The focus will be on delivering high-quality, ongoing financial advice and maintaining strong client relationships.
• This is a servicing role within a well-structured and professional team, offering full administrative and paraplanning support.
• The position is available for an immediate or near-term start.

Key Responsibilities:

• Provide holistic financial advice across pensions, investments, tax planning, and estate planning.
• Conduct regular reviews with clients to ensure their financial plans remain aligned with their goals.
• Maintain a high standard of compliance, documentation, and record-keeping.
• Work closely with internal support teams to deliver a seamless client experience.

The Ideal Candidate:

• Minimum 7 years’ experience in financial advice/wealth management.
• Fully Level 4 Diploma qualified (ideally Chartered or working towards).
• A proven track record of providing financial advice to HNW or affluent clients.
• Highly organised, detail-oriented, and efficient - a "safe pair of hands".
• A strong communicator who can inspire confidence and trust.
• Confident using financial planning tools and managing workflows independently.
• Energetic, proactive, and able to hit the ground running.

What We Offer:

• An attractive salary in the range of £60,000 - £75,000, depending on experience.
• Annual bonus and a competitive benefits package.
• No requirement to bring clients - you'll step into a fully serviced book of business.
• A supportive, professional, and forward-thinking environment.
• The opportunity to work with an excellent client base and genuinely add value.

To apply for this role and to have a further discussion about what this opportunity can bring you, please send your full CV and contact details to Sam at Financial Divisionsand you will receive a phone call to explore this role further