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For Companies At a Glance
- Tasks: Deliver expert financial advice and build strong client relationships.
- Company: Boutique financial advisory firm focused on personal service and integrity.
- Benefits: Flexible part-time hours, hybrid working, and competitive salary.
- Why this job: Make a real impact while enjoying autonomy in a supportive team.
- Qualifications: Experience in financial advice and strong communication skills.
- Other info: Opportunity for professional growth and direct collaboration with founders.
The predicted salary is between 1200 - 1800 ÂŁ per month.
Part Time Paraplanner / Trainee Financial Adviser
Financial Advice Business 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 / Trainee 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 dependant on experience and open to negotiation.
- 4 days per week (or equivalent).
- Hybrid working ideally office‑based 3 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 part‑time advisory role that combines meaningful client work with flexibility and autonomy, we’d love to hear from you. Apply now to join a firm that values people as much as performance.
Trainee Financial Advisor employer: BACK HOME BAND
Contact Detail:
BACK HOME BAND Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone looking for a Trainee Financial Advisor.
✨Tip Number 2
Get involved in local finance events or workshops. These are great places to meet potential employers and showcase your passion for financial planning. Plus, it’s a chance to learn more about the industry and what firms are really looking for.
✨Tip Number 3
Don’t underestimate the power of social media! Use platforms like LinkedIn to connect with professionals in the field. Share your insights on financial topics and engage with others’ posts to get noticed by hiring managers.
✨Tip Number 4
When you find a role that excites you, apply through our website! Tailor your approach to highlight how your skills align with their values and client-focused service. Show them you’re not just another applicant, but the perfect fit for their team.
We think you need these skills to ace Trainee Financial Advisor
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Trainee Financial Advisor role. Highlight your relevant experience and skills that align with our values of personal service and integrity.
Showcase Your Communication Skills: Since strong communication is key in this role, use your application to demonstrate how you effectively build relationships. Share examples of how you've communicated complex information clearly in the past.
Be Authentic: We love genuine personalities! Don’t be afraid to let your true self shine through in your application. Share your passion for financial advice and how you connect with clients on a personal level.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at BACK HOME BAND
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the basics of investments and retirement planning, as well as the regulatory requirements set by the FCA. This will not only help you answer questions confidently but also show that you're serious about the role.
✨Showcase Your People Skills
Since this role is all about building strong client relationships, be prepared to discuss your communication style and how you’ve successfully built rapport in the past. Think of examples where you've demonstrated empathy and understanding towards clients' needs.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and how they support ongoing development. This shows your genuine interest in the firm and helps you assess if it’s the right fit for you.
✨Be Yourself
This boutique firm values personal service and integrity, so don’t be afraid to let your personality shine through. Authenticity can go a long way in making a lasting impression, especially in a small team where collaboration is key.
