Chartered Financial Planner

Description:

Chartered Financial Adviser 

A rare and highly attractive opportunity has arisen with a well-established, boutique wealth management firm with offices near Hemel Hempstead.

This role offers something genuinely hard to find in today’s market a fully inherited client bank (c.100 clients) as part of a structured and supportive succession plan. With a senior adviser relocating, you’ll benefit from a planned and extended handover, giving you the time to build meaningful, long-term client relationships.

The Opportunity

This is not a “build your own book” role. Instead, you’ll focus on managing and developing an existing portfolio of loyal, high-quality clients, delivering holistic financial planning and ongoing advice.

You’ll be supported by an experienced team of Paraplanners and Financial Administrators, allowing you to concentrate on client strategy, relationship management, and advice delivery.

Investment Approach

The firm follows a disciplined, evidence-based investment philosophy, partnering with Dimensional Fund Advisors. The focus is on long-term client outcomes rather than short-term market timing or active fund selection.

Client Profile

• Strong emphasis on long-term relationships and personalised planning

Working Environment

• Offices near Hemel Hempstead based boutique firm

• Hybrid working available

• Collaborative, close-knit team culture

• Quality-led approach to advice

Package

• Discretionary bonus

• Long-term stability within a respected firm

What We’re Looking For

• Chartered Financial Planner (CII)

• Strong technical financial planning expertise

• Proven ability to build and maintain trusted client relationships

• Collaborative mindset with the confidence to work independently