Trainee IFA
Hertford, hybrid working (1 day WFH)
£35,000 – £45,000
We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser. This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career.
About the Firm
* A close-knit team of four in the Hertford office, working collaboratively where every client is treated as “the firm’s client” rather than belonging to one adviser.
* The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator.
* A mature and supportive environment where flexibility, care for clients, and teamwork are central.
Details of the Role:
* Work closely with Advisers to support and gradually take on your own clients.
* Writing high-quality financial planning reports and ensuring clients receive the best ongoing service.
* Opportunity to develop into a full Adviser role in a nurturing, collaborative setting.
* Full or part-time considered, with flexibility to fit the right person.
To be considered for this position:
* An experienced Paraplanner ready to step up, or a Junior IFA looking for a supportive home.
* Someone who is caring, client-focused, and committed to providing excellent service.
* Level 4 qualified or an exam away
* Strong report writing and technical skills.
* Happy to be part of a small, all-female team – collaboration and a good team fit are key.
Benefits:
* Salary between £35,000 - £45,000
* Hybrid working: typically 4 days in the office, 1 day from home (Wednesday).
* Flexible hours and part-time options considered.
* Long-term growth opportunities within an expanding firm.
Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step.
Paraplanner, Junior IFA, Financial Planner, Associate Planner