Trainee IFA

Location: Hertford
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