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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 supportive team environment.
- Other info: Opportunity to work directly with founders in a growing business.
- Why this job: Make a real impact while enjoying flexibility and autonomy in your role.
- Qualifications: Experience in providing holistic financial advice and 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.
Pension Paraplanner in South Cave employer: Ten2Two Ltd
Contact Detail:
Ten2Two Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Paraplanner 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 new role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Since this role is all about personal service and integrity, think about how your experience aligns with their mission and be ready to share specific examples.
✨Tip Number 3
Practice your pitch! Be clear about what you bring to the table as a Pension Paraplanner. Highlight your expertise in financial advice and relationship-building skills to show how you can make a real impact.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining a firm that values people as much as performance.
We think you need these skills to ace Pension Paraplanner in South Cave
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Pension Paraplanner role. Highlight your financial planning expertise and any relevant qualifications to show us you're the right fit!
Craft a Personal Cover Letter: Use your cover letter to tell us why you’re passionate about financial advice and how you can contribute to our values-led approach. A personal touch goes a long way in making your application stand out!
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your written application is clear and concise. Use straightforward language and structure your thoughts logically to demonstrate your ability to convey complex information.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
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 personal service and integrity.
✨Showcase Your Relationship Skills
Since this role is all about building long-term client relationships, think of examples where you've successfully developed trust with clients. Prepare to share stories that highlight your communication skills and how you've tailored advice to meet individual client needs.
✨Understand the Company Culture
Research the boutique financial advisory firm and its founders. Understand their approach to wealth management and be prepared to discuss how your values align with theirs. This will show that you're genuinely interested in being part of their team.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask during the interview. This could be about their approach to client relationships or how they envision the growth of the business. It shows you're engaged and thinking about how you can contribute to their success.