Paraplanner in South Cave

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.