Paraplanner

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

Overview

Paraplanner / Financial Advisor

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

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.

The Role

As Paraplanner / Financial Adviser, youll deliver expert, regulated advice across investments and retirement planning, helping clients achieve their financial goals.