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- Tasks: Support experienced Advisers and gradually take on your own clients in financial planning.
- Company: Boutique IFA firm in Hertford with a close-knit, collaborative team.
- Benefits: Competitive salary, hybrid working, flexible hours, and growth opportunities.
- Why this job: Step up your career in a nurturing environment focused on client care.
- Qualifications: Experience as a Paraplanner or Junior IFA, Level 4 qualified preferred.
- Other info: Join a supportive all-female team with excellent career progression.
The predicted salary is between 40000 - 50000 £ per year.
Location: Hertford
Salary: £40,000 - £50,000
Type: Permanent
Workplace: Hybrid
Ref: 89600
We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser. This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career.
About the Firm:
- A close-knit team of four in the Hertford office, working collaboratively.
- 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 is 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 into a full Adviser role in a nurturing, collaborative setting.
- Full or part-time considered, with flexibility to fit the right person.
To be considered for this position:
- An experienced Paraplanner ready to step up, or a Junior IFA looking for a supportive home.
- Someone who is caring, client-focused, and committed to providing excellent service.
- Level 4 qualified or an exam away.
- 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 £35,000 - £45,000.
- 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 Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step.
Junior IFA in Hertford employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior IFA in Hertford
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join online forums, or even reach out to current employees at the firm you're eyeing. Building relationships can open doors that applications alone can't.
✨Showcase Your Skills
When you get the chance to chat with potential employers, make sure to highlight your report writing and technical skills. Share examples of how you've provided excellent client service in the past. We want to see your passion for helping clients!
✨Be Yourself
In interviews, let your personality shine through! The firm is looking for someone who fits well with their close-knit team, so don’t be afraid to show your caring, client-focused side. Authenticity goes a long way!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Junior IFA in Hertford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Junior IFA role. Highlight your report writing and technical skills, as well as any client-focused experiences you've had. We want to see how you can fit into our close-knit team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you're passionate about financial advising and how you align with our supportive environment. Let us know what makes you a great fit for our team in Hertford.
Showcase Your Qualifications: Since we're looking for someone Level 4 qualified or just an exam away, make sure to mention your qualifications clearly. If you're on the verge of completing your exams, let us know – we love seeing ambition!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important details. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and report writing skills. Familiarise yourself with the latest trends in the IFA sector, as well as the specific services offered by the firm. This will show that you're not just interested in the role, but also invested in the industry.
✨Showcase Your Team Spirit
Since the firm values teamwork, be prepared to discuss examples of how you've collaborated with others in the past. Highlight any experiences where you've worked closely with colleagues to achieve a common goal, especially in a client-focused environment.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm's culture, growth opportunities, and client care strategies. This not only demonstrates your genuine interest in the role but also helps you assess if the firm is the right fit for you.
✨Be Yourself
The firm is looking for someone who fits well within their close-knit team. Don’t be afraid to let your personality shine through during the interview. Show them that you’re caring and client-focused, and that you’ll contribute positively to their supportive environment.
