Trainee Financial Adviser - Step Up from Paraplanning

📍 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