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- Tasks: Deliver expert financial advice and build strong client relationships.
- Company: Values-led boutique financial advisory firm focused on personal service.
- Benefits: Competitive salary, flexible hours, hybrid working, and direct mentorship from founders.
- Other info: Join a supportive team with opportunities for growth and development.
- Why this job: Make a real impact while enjoying flexibility and autonomy in your role.
- Qualifications: Working towards or qualified Financial Adviser with 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 is a boutique financial advisory firm offering tailored, holistic advice to individuals and families. 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.
- Building and maintaining strong, trusted client relationships.
- Delivering clear, tailored financial planning advice in line with FCA requirements.
- Ensuring all advice and documentation meets regulatory and compliance standards.
You’ll be working towards / a qualified Financial Adviser, with solid experience in providing holistic, regulated advice. Strong communication and relationship-building skills.
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 (Pensions Management) in South Cave employer: Ten2Two Ltd
Contact Detail:
Ten2Two Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions Management) in South Cave
✨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 opportunities that aren't advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and compliance standards. Being able to discuss these confidently will show potential employers that you’re not just qualified, but also genuinely interested in the role.
✨Tip Number 3
When you get an interview, don’t just focus on your skills—show your personality! This firm values personal service and integrity, so let your passion for building long-term client relationships shine through.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and really keen on joining their team.
We think you need these skills to ace Paraplanner (Pensions Management) in South Cave
Some tips for your application 🫡
Show Your Expertise: Make sure to highlight your financial planning experience in your application. We want to see how your skills align with the role of Paraplanner, so don’t hold back on showcasing your knowledge in pensions management and client relationships.
Tailor Your Application: Take a moment to customise your CV and cover letter for this specific role. We’re all about personal service, so showing us that you understand our values and how you can contribute will definitely make you stand out.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, especially when it comes to financial advice, so make sure your communication reflects that.
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’re considered for this fantastic opportunity to join 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, especially around pensions and investments. Be ready to discuss specific cases where you've provided tailored advice, as this will show your expertise and ability to meet client needs.
✨Showcase Your Communication Skills
Since strong communication is key in this role, practice explaining complex financial concepts in simple terms. You might even want to prepare a few examples of how you've built relationships with clients in the past, highlighting your personal service approach.
✨Understand Their Values
Research the firm's values and culture. Be prepared to discuss how your own values align with theirs, particularly around integrity and long-term client relationships. This will demonstrate that you're not just looking for any job, but that you're genuinely interested in contributing to their mission.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to financial planning and client management. This shows your interest in the role and helps you gauge if the company is the right fit for you. Plus, it gives you a chance to engage with the interviewers on a deeper level.