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
* 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 in a nurturing, collaborative setting.
To be considered for this position:
* Someone who is caring, client-focused, and committed to providing excellent service.
* Level 4 qualified
* 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 £45,000 - £55,000
* 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 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