Job Description

Overview

Are you a Financial Advisor who thrives on building meaningful relationships with clients — but feels bogged down by constant sales targets and cold business development? If so, this could be the ideal next step in your career.

We’re working with a respected financial planning firm based in the Watford area of Hertfordshire. They’re offering an outstanding opportunity for a personable and experienced adviser to take on a well-maintained, loyal client bank — with no pressure to prospect, no rigid KPIs. This is a firm that values stability, client care, and adviser autonomy — not private equity goals.

The position is perfect for someone who enjoys the advisory and client-interaction side of the job but no longer wants to be caught up in aggressive sales or micromanagement. With strong internal referrals and long-term client relationships already in place, your focus will be on delivering exceptional advice and nurturing trust — not chasing leads.

Location: Remote / Home-Based

Base pay range

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Responsibilities

• Provide holistic, tailored advice to clients and manage existing relationships with a focus on delivering value and nurturing trust.
• Meet with clients in person or virtually, based on what works best for you and your clients.
• Collaborate with dedicated paraplanning, compliance, admin, and marketing support to deliver high-quality client outcomes.
• Identify natural opportunities to add value while maintaining a client-first approach and avoiding aggressive sales pressure.

Qualifications

• Ideally 5 years of Advising experience required.
• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Experience delivering regulated financial advice with a strong ethical approach.
• Personable, digitally savvy, and able to work independently while putting the client at the heart of what you do.

Benefits

• Salary up to £75,000, with realistic first-year earnings of £100k+ through a generous quarterly bonus scheme.
• 25 days of holiday plus bank holidays.
• 5% employer pension contribution, death-in-service cover, and full reimbursement of business expenses.
• Dedicated paraplanning, compliance, admin, and marketing support to give you time to focus on delivering advice.
• Home-based with flexible arrangements; access to an office if preferred.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

For a confidential conversation, reach out to samn@financialdivisions.co.uk.