Hitchin (1–2 Days in Office Weekly) | Full-Time | £40,000 – £45,000 + Bonus
Servicing Role | Existing Clients | Full Admin & Paraplanning Support | Clear Route to Adviser Role
Are you a Paraplanner ready to transition into an Adviser role ? This is your opportunity to step into a client-facing financial planning position, inheriting a warm, established client base with full support from a trusted firm.
We’re recruiting on behalf of a successful and growing wealth planning firm based in Hitchin. With deep-rooted relationships and a loyal client base across the Home Counties, this firm is now offering a newly created role due to business growth.
What Makes This Role Stand Out:
✅ £40,000 – £45,000 basic salary + bonuses on initial advice fees
✅ Full Paraplanning & Admin support
✅ Hybrid working – only 1–2 days a week in the office
✅ No cold calling – inherit and service an existing client book
✅ Internal referral network from in-house mortgage & protection teams
✅ Long-term development & mentoring from the Managing Director
About the Firm:
This firm serves over 500 high-net-worth clients with assets ranging from £100k to £1m+. Clients include retirees, professionals, business owners, and families across Hertfordshire, Surrey, Sussex, Kent, and the surrounding areas. Their planning includes pensions, investments, tax planning, cashflow modelling, and retirement advice— supported by a strong in-house team and decades-long relationships.
The Opportunity:
The Managing Director is now seeking to hand over part of his client book to a new adviser who will take on annual reviews and relationship management, while continuing to deliver high-quality advice and generate opportunities through client recommendations.
You’ll have the chance to build deep relationships, develop as a trusted planner, and grow your career in a genuinely supportive environment.
Ideal Background:
2+ years’ experience in a Paraplanner or Financial Adviser role
Level 4 Diploma in Financial Planning
Comfortable with servicing and maintaining client relationships
Keen to grow into a full Adviser position with guidance from a senior mentor
Professional, trustworthy, and client-centric
Ready to make the move into advising with a warm client base waiting?
This is the ideal next step for a Paraplanner or Junior Adviser seeking a long-term, stable career path without the pressure of cold business development.
Apply now or reach out to Laura McKendry at Financial Divisions for a confidential conversation:
lauram@financialdivisions.co.uk