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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 or qualified as a 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.
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. 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 Planner in Hertford employer: Ten2Two Ltd
Contact Detail:
Ten2Two Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner in Hertford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about asking for introductions. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client relationships and be ready to discuss how you can contribute to their mission. Show them you’re not just another candidate, but someone who truly aligns with their ethos.
✨Tip Number 3
Practice your pitch! Be ready to explain why you’re passionate about financial planning and how your skills can help clients achieve their goals. A confident, clear delivery can make all the difference in standing out from the crowd.
✨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 connect directly with us.
We think you need these skills to ace Trainee Financial Planner in Hertford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Trainee Financial Planner role. Highlight any relevant financial planning experience and showcase your strong communication and relationship-building skills.
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and how you can contribute to our values-led team. Be genuine and let your personality come through.
Showcase Your Analytical Skills: Since this role involves detailed client work, demonstrate your analytical thinking in your application. Mention specific examples where you've successfully tackled complex problems or provided tailored advice.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 environment. 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 strong client relationships, be prepared to discuss your communication style and how you handle client interactions. Share examples of how you've built trust and rapport in previous roles or experiences.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to client care and how they maintain long-term relationships. This shows your interest in their values and helps you assess if it's the right fit for you.
✨Demonstrate Your Team Spirit
This position involves working closely with a small team, so highlight your collaborative skills. Share examples of how you've successfully worked in teams before, and express your enthusiasm for contributing to a supportive work environment.
