Flexible Paraplanner & Financial Advisor

Ten2Two; Hertford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A values-driven financial advisory firm in Hertford seeks a Paraplanner / Financial Advisor to provide expert advice on investments and retirement planning. This role allows for flexible working and focuses on building strong client relationships. The ideal candidate will have a passion for financial planning, delivering high-quality, regulated advice to help clients achieve their financial goals in a supportive, close-knit team environment.

Qualifications

• Strong knowledge of investment and retirement planning.
• Excellent communication skills for client interaction.
• Experience in delivering regulated financial advice.

Responsibilities

• Deliver expert, regulated advice on investments.
• Assist clients in retirement planning to achieve goals.

Job description

A values-driven financial advisory firm in Hertford seeks a Paraplanner / Financial Advisor to provide expert advice on investments and retirement planning. This role allows for flexible working and focuses on building strong client relationships. The ideal candidate will have a passion for financial planning, delivering high-quality, regulated advice to help clients achieve their financial goals in a supportive, close-knit team environment.