Trainee IFA

Eden Rose; North Hertfordshire; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A well-established IFA firm in Hertford is seeking a Trainee Independent Financial Adviser. This role offers a supportive environment to develop client handling skills, with hybrid working and flexible hours. Ideal for experienced Paraplanners ready to step up or Junior Advisers looking for growth opportunities. The firm values teamwork and client care, making it essential to fit well within a small, collaborative team.

Benefits

Salary between £35,000 - £45,000

Flexible hours

Long-term growth opportunities

Qualifications

• Experienced Paraplanner or Junior IFA looking for a supportive environment.
• Caring, committed to providing excellent service.
• Strong report writing and technical skills.

Responsibilities

• Support Advisers and gradually take on your own clients.
• Write high-quality financial planning reports.
• Ensure clients receive the best ongoing service.
• Develop into a full Adviser role.

Skills

Client-focused

Strong report writing

Technical skills

Education

Level 4 qualification or an exam away

Job description

Trainee IFA

Hertford, hybrid working (1 day WFH)

£35,000 – £45,000

We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser. This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career.

About the Firm

• A close-knit team of four in the Hertford office, working collaboratively where every client is treated as “the firm’s client” rather than belonging to one adviser.
• The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator.
• A mature and supportive environment where flexibility, care for clients, and teamwork are central.

Details of the Role

• Work closely with Advisers to support and gradually take on your own clients.
• Writing high-quality financial planning reports and ensuring clients receive the best ongoing service.
• Opportunity to develop into a full Adviser role in a nurturing, collaborative setting.
• Full or part-time considered, with flexibility to fit the right person.

To be considered for this position

• An experienced Paraplanner ready to step up, or a Junior IFA looking for a supportive home.
• Someone who is caring, client-focused, and committed to providing excellent service.
• Level 4 qualified or an exam away
• Strong report writing and technical skills.
• Happy to be part of a small, all-female team – collaboration and a good team fit are key.

Benefits

• Salary between £35,000 - £45,000
• Hybrid working : typically 4 days in the office, 1 day from home (Wednesday).
• Flexible hours and part-time options considered.
• Long-term growth opportunities within an expanding firm.

Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step.

Paraplanner, Junior IFA, Financial Planner, Associate Planner