Financial Planner

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