Financial Advisor - Client Servicing Role

Are you an experienced Financial Adviser with a strong technical background and a passion for servicing complex, high-value client cases? This is a rare opportunity to step into a fully serviced role with no need to bring clients, working from a professional law firm environment in Bishop's Stortford. You'll handle a well-established client bank with quality inbound referrals from over 125 legal professionals - including cases involving trusts, pensions, inheritances, and divorce settlements. If you're Chartered (or close to it) and looking to focus on high-quality advice over sales, this role offers the structure, support and calibre of client work to take your career to the next level.

Company OverviewOur client is a well-established, independent wealth management firm operating within a professional services environment. Known for delivering tailored financial planning to high-net-worth individuals, they pride themselves on a deeply personal, technically rigorous approach to client service. The business has seen significant demand from professional referral networks and is now expanding its advisory capacity to maintain exceptional client service standards.

Responsibilities

• Manage a book of existing clients, with a focus on complex cases involving trusts, pensions, divorce settlements, and inheritance planning

• Deliver comprehensive financial advice aligned with FCA guidelines and the firm's high ethical standards

• Collaborate closely with a network of legal professionals to deliver holistic solutions

• Conduct client reviews, cashflow planning, and portfolio rebalancing where necessary

• Maintain clear, compliant documentation and ensure suitability of advice

• Oversee support from in-house paraplanning resource to maximise your client-facing time

• Stay current with changes in tax legislation, financial markets, and regulatory frameworks

Requirements

• Ideally Chartered Financial Planner status (via PFS), or working towards completion

• Minimum Level 4 Diploma in Financial Planning required

• Strong technical ability to deal with large and complex cases confidently

• Demonstrable experience advising high-net-worth clients across pensions, investments, trusts and tax wrappers

• Comfortable working in a professional office environment 5 days per week

• High ethical standards and a strong focus on client service, not sales targets

Benefits

• Competitive salary of £60,000 - £90,000 per annum, depending on experience and qualifications

• No requirement to bring your own clients - all new business leads provided

• Quality inbound referrals from over 125 lawyers, generating high-value client cases

• Structured paraplanning and administrative support

• Work within a professional setting, directly alongside legal professionals

• Continuous professional development encouraged and supported

• Opportunity to focus purely on high-quality servicing, not business development