Location
Hertford
Salary £45000 - £55000 TypePermanent WorkplaceHybrid Ref89054
Recruiter Managing This Role
Financial Planner
Hertford, hybrid working (1 day WFH)
£45,000 £55,000
Full or part-time considered, with flexibility to fit the right person.
We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint an Independent Financial Adviser. This is a fantastic opportunity to join a small but supportive environment to progress your career.
About the Firm
1. A close-knit team of four in the Hertford office, working collaboratively where every client is treated as the firms client rather than belonging to one adviser.
2. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator.
3. A mature and supportive environment where flexibility, care for clients, and teamwork are central.
Details of the Role:
4. Work closely with Advisers to support and gradually take on your own clients.
5. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service.
6. Opportunity to develop in a nurturing, collaborative setting.
To be considered for this position:
7. Someone who is caring, client-focused, and committed to providing excellent service.
8. Level 4 qualified
9. Strong report writing and technical skills.
10. Happy to be part of a small, all-female team collaboration and a good team fit are key.
Benefits:
11. Salary between £45,000 £55,000
12. Hybrid working: typically 4 days in the office, 1 day from home (Wednesday).
13. Flexible hours and part-time options considered.
14. Long-term growth opportunities within an expanding firm.
Apply today if you are a motivated IFA seeking a wonderful environment where client care comes first, this could be the perfect next step.
Adviser, Wealth Management, Paraplanner, Junior IFA, Financial Planner, Associate Planner, IFA