Job Description
📍 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