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: Flexible hours, hybrid working, competitive salary, and direct mentorship from founders.
- Other info: Join a close-knit team with opportunities for professional growth.
- Why this job: Make a real impact while enjoying autonomy in a supportive team environment.
- Qualifications: Experience in financial advising and strong communication skills.
The predicted salary is between 55000 - 55000 £ 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 / 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 (£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 London employer: Ten2Two Ltd
Join a boutique financial advisory firm in Hertford that prioritises personal service and integrity, offering a flexible role as a Paraplanner 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 exceptional opportunity to work directly with the founders, ensuring your contributions are recognised in a supportive environment that champions both client success and employee development.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of FCA regulations and client relationship management. Show them you’re not just about the numbers, but also about building trust and delivering tailored advice.
✨Tip Number 3
Don’t forget to showcase your personality! In a small team, cultural fit is key. Be yourself during interviews and let your passion for financial planning shine through. They want to see how you’ll contribute to their values-led environment.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining a firm that values personal service and long-term relationships.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Read the Job Description Thoroughly:Before you start your application, make sure to read the job description carefully. It’s packed with info about what we’re looking for and can help you tailor your application to show us why you’re the perfect fit!
Showcase Your Financial Planning Expertise:When writing your application, highlight your experience in financial planning and how it aligns with our values. We want to see how your skills can help us provide outstanding client care and build those long-term relationships.
Be Authentic and Personal:We love a personal touch! Don’t be afraid to let your personality shine through in your application. Share your passion for financial advice and how you connect with clients on a personal level – it’s all about building trust!
Apply Through Our Website:Make sure to submit your application through our website. It’s the best way for us to receive your details and ensures you don’t miss out on any important updates from our team. We can’t wait to hear from you!
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, be prepared to share examples of how you've successfully managed client interactions. Highlight your communication style and how you ensure clients feel valued and understood.
✨Demonstrate Your Team Spirit
This is a small, close-knit team, so it's important to show that you can collaborate effectively. Talk about times when you've worked closely with colleagues to achieve a common goal, and how you value input from others.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm’s approach to client care and business growth. This shows your genuine interest in the role and helps you understand how you can contribute to their mission of providing tailored, holistic advice.
