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- Tasks: Deliver expert financial advice and build strong client relationships.
- Company: Boutique financial advisory firm focused on personal service and integrity.
- Benefits: Flexible hours, hybrid working, and opportunity to work directly with founders.
- Why this job: Make a real impact while enjoying variety and autonomy in a supportive team.
- Qualifications: Working towards becoming a qualified Financial Adviser with strong communication skills.
- Other info: Join a close-knit team where your voice is valued and career growth is encouraged.
The predicted salary is between 24000 - 36000 £ 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 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.
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.
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.
Salary dependant on experience and open to negotiation. Reduced hours / flexibility considered for the right candidate. Hybrid working - ideally office-based 4 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.
Trainee Financial Advisor in Hertford employer: Ten2Two Ltd
Contact Detail:
Ten2Two Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor in Hertford
✨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
Prepare for interviews by researching the company and its values. Since this role is all about building relationships, think of examples from your past experiences that showcase your communication skills and ability to connect with clients.
✨Tip Number 3
Practice your pitch! Be ready to explain why you're passionate about financial advising and how you can contribute to the firm's growth. A confident and clear delivery can make a huge difference in leaving a lasting impression.
✨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 initiative to engage directly with us.
We think you need these skills to ace Trainee Financial Advisor in Hertford
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 bit of warmth and authenticity can go a long way in making your application stand out.
Tailor Your Application: Make sure to customise your application for the Trainee Financial Advisor 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 fluff – we want to know what makes you a great fit!
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’s super easy and straightforward – just a few clicks and you’re done!
How to prepare for a job interview at Ten2Two Ltd
✨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 you'll need to adhere to. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your People Skills
Since this role is all about building trusted client relationships, be prepared to discuss your communication style and how you've successfully built rapport with clients in the past. Share specific examples that highlight your empathy and relationship-building skills.
✨Demonstrate Your Analytical Thinking
Be ready to talk about how you approach problem-solving and decision-making. You might be asked to analyse a hypothetical client scenario, so think about how you would conduct a fact-find and deliver tailored advice. Show them you can balance analytical thinking with a genuine understanding of client needs.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm and its approach to financial advising. This shows your interest in the company and helps you determine if it's the right fit for you. Ask about their values, team dynamics, or how they support ongoing development for their advisors.
