Financial Advisor - Servicing Role with Existing Clients, Hitchin, Hybrid working, £50k- £60k DOE

Hitchin office with hybrid working (1-2 days per week in the office)

£50,000 - £60,000 DOE + bonuses on initial advice fees

A highly regarded wealth planning firm based in Hitchin is looking for a skilled Financial Advisor to take on a servicing role for an established client book. Specialising in providing financial advice to high-net-worth retirees, accumulators, local families, and SME owners across the Home Counties, Surrey, Sussex, Kent, and Hertfordshire, this firm has built a stellar reputation for delivering personalised, client-focused advice.

With over 500 clients and assets under management ranging from £100k to £1m+, their services include pensions, investments, tax planning, cashflow modelling, and retirement planning. The firm also has in-house mortgage and protection advisers who handle transactional advice and generate a steady stream of internal referrals. With relationships spanning decades, the firm takes pride in its long-term client loyalty.

Due to expansion, the Managing Director is creating a new role to pass on a portion of his existing client book. The new Financial Advisor will take over annual review responsibilities while delivering ongoing advice to these clients. This position is ideal for a candidate with at least two years of advising experience who is ready to manage an existing book of business while generating new opportunities through recommendations and referrals.

The role offers a salary of £50,000 - £60,000, complemented by bonuses on initial advice fees. You’ll receive full support from a dedicated team of paraplanners and administrators, allowing you to focus on providing high-quality advice and building strong client relationships.

If this role piques your interest or you’d like to discuss other opportunities I’m currently working on, please contact Jo at FD.