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For Companies At a Glance
- Tasks: Deliver expert financial advice and build strong client relationships in a supportive team.
- Company: Boutique wealth management firm focused on personal service and integrity.
- Benefits: Flexible 4-day work week, hybrid working, and competitive salary.
- Why this job: Make a real impact while enjoying autonomy and collaboration in your role.
- Qualifications: Experience in providing regulated financial advice and strong communication skills.
- Other info: Join a close-knit team with opportunities for professional growth and development.
The predicted salary is between 36000 - 60000 ÂŁ per year.
4 days/week (more hours considered) | Hertford + home
Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values‑led wealth management business that prides itself on personal service, integrity, and long‑term client relationships.
Our Client
Our client is a boutique financial advisory firm offering tailored, holistic advice to individuals and families. With a close‑knit team of around five, they provide an outstanding level of client care that’s built on trust, transparency and genuine relationships.
The Role
As Paraplanner / Financial Adviser, you’ll deliver expert, regulated advice across investments and retirement planning helping clients achieve their financial goals and feel confident about their future. You’ll manage a portfolio of clients and develop new client relationships providing high‑quality, compliant advice and maintaining long‑term, trusted relationships. Working closely with paraplanners and administrators, you’ll ensure each recommendation is well researched, clearly communicated and fully aligned to client needs. This is a broad, hands‑on role perfect for someone who enjoys variety and autonomy in a friendly, collaborative environment.
Key Areas Include
- Building and maintaining strong, trusted client relationships.
- Conducting detailed fact‑finds, reviews, and portfolio updates.
- Delivering clear, tailored financial planning advice in line with FCA requirements.
- Overseeing research, reports and recommendations with support from paraplanners.
- Ensuring all advice and documentation meets regulatory and compliance standards.
- Supporting business growth through referrals and client development.
About You
You’ll be working towards a qualified Financial Adviser, with solid experience in providing holistic, regulated advice. You’ll enjoy working as part of a small, dedicated team where your voice is heard and your input valued.
You’ll Also Bring
- Strong communication and relationship‑building skills.
- A balance of analytical thinking and empathy for client needs.
- Excellent organisational and time management skills.
- Confidence working independently while collaborating closely with colleagues.
- A commitment to ongoing development and maintaining CPD.
Whats On Offer
- Salary dependent on experience and open to negotiation
- 4 days per week (with flexibility to increase hours if desired)
- Hybrid working ideally office‑based 2 days per week (Hertford) with 1 day remote (typically Wednesdays)
- Opportunity to work directly with the founders in a small, supportive team
- Flexible approach for the right person
If you’re looking for a full or part‑time advisory role that combines meaningful client work with flexibility and autonomy, we’d love to hear from you.
Paraplanner employer: BACK HOME BAND
Contact Detail:
BACK HOME BAND Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise and connect with potential employers. Share insights about financial planning, engage with industry content, and don’t be shy about reaching out to firms directly – they’ll appreciate your initiative!
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of FCA regulations and client relationship management. Be ready to discuss how you can contribute to a small team and enhance client trust – it’s all about showing you’re the perfect fit for their values!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the time to engage with us directly – it shows you’re genuinely interested in being part of our team!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A touch of authenticity can make your application stand out in a sea of formalities.
Tailor Your Application: Make sure to customise your application for the Paraplanner role. Highlight your relevant experience and skills that align with our values of personal service and integrity. This shows us you’re genuinely interested in joining our team!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and how it relates to the role. Avoid jargon and keep it simple!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for both of us!
How to prepare for a job interview at BACK HOME BAND
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments and retirement planning. Be ready to discuss how you've helped clients achieve their financial goals in the past.
✨Showcase Your People Skills
Since this role is all about building strong client relationships, think of examples where you've successfully communicated complex information or built trust with clients. Highlight your ability to empathise and connect with people.
✨Be Ready for Scenario Questions
Prepare for questions that ask how you'd handle specific client situations. Think about how you would conduct a detailed fact-find or manage a portfolio update, and be ready to explain your thought process.
✨Demonstrate Your Team Spirit
This is a small, close-knit team, so show that you're a collaborative player. Share experiences where you've worked well with others, supported colleagues, or contributed to a positive team environment.
