At a Glance
- Tasks: Deliver expert financial advice and build strong client relationships.
- Company: Boutique wealth management firm focused on personal service and integrity.
- Benefits: Competitive salary, flexible hours, hybrid working, and direct mentorship from founders.
- Other info: Join a small, supportive team with excellent growth opportunities.
- Why this job: Make a real impact in clients' lives while enjoying flexibility and autonomy.
- Qualifications: Experience in financial advising and strong communication skills.
The predicted salary is between 55000 - 65000 € per year.
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.
This role offers the chance to work directly with one of the firm's founders, combining hands-on financial advice with a strategic advisory approach. It's ideal for someone who enjoys both detailed client work and helping to shape the wider direction of a growing business.
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.
- 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.
What's on Offer
Salary dependant on experience and open to negotiation £55K+ considered for experienced Financial Advisors.
- 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. Apply now to join a firm that values people as much as performance.
Paraplanner in Arlesey employer: Ten2Two Ltd
Join a boutique financial advisory firm in Hertford that prioritises personal service and integrity, offering a flexible Paraplanner role where your expertise can truly make a difference. With a close-knit team of around five, you'll enjoy a collaborative work culture that values your input and fosters professional growth, all while delivering tailored financial advice to clients who appreciate a trusted relationship. This is an excellent opportunity for those seeking meaningful work in a supportive environment, with the chance to work directly with the founders and shape the future of the business.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Arlesey
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
Create a personal brand that highlights your skills and knowledge in financial planning. Share insights on social media, write articles, or even start a blog. This not only demonstrates your expertise but also shows potential employers that you’re passionate about the field.
✨Ace the Informational Interview
Don’t just wait for job openings; reach out for informational interviews with firms you admire. This is a great way to learn more about their culture and needs while making a lasting impression. Plus, it could lead to job opportunities down the line!
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website. It shows initiative and gives us a chance to see your application in the best light. Plus, we love hearing from candidates who are genuinely interested in joining our team!
We think you need these skills to ace Paraplanner in Arlesey
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your financial planning expertise. We want to see how your skills align with our values of personal service and integrity, so don’t hold back on showcasing your relevant experience!
Showcase Your Communication Skills:Since strong communication is key in this role, use your application to demonstrate how you build relationships and convey complex information clearly. We love seeing examples of how you've successfully engaged with clients in the past.
Highlight Your Team Spirit:We’re a small, close-knit team, so it’s important to show us that you can collaborate effectively. Share experiences where you’ve worked closely with others to achieve a common goal, especially in a financial advisory context.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you get the best chance to shine in front of our hiring team!
How to prepare for a job interview at Ten2Two Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments and retirement planning. Be ready to discuss specific strategies you've used in the past and how they align with the firm's values of integrity and personal service.
✨Showcase Your People Skills
Since this role is all about building strong client relationships, think of examples where you've successfully connected with clients. Highlight your communication skills and how you've tailored advice to meet individual needs, as this will resonate well with the firm's focus on trust and transparency.
✨Be Ready for Scenario Questions
Prepare for questions that ask how you'd handle specific client situations or challenges. This could involve discussing how you would conduct a detailed fact-find or manage a portfolio update. Demonstrating your analytical thinking and empathy will be key here.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions that show your interest in the firm’s growth and culture. Inquire about their approach to client development or how they support ongoing professional development. This shows you're not just interested in the role, but also in contributing to the team's success.
