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Trainee IFA
Job Posted: 15 hours ago
Salary: £ 35,000 - 45,000 / Annum
Job Type: Permanent
Location: SG14, Hertford, Hertfordshire
Expire in: a month
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 PlannerBefore You Apply
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Looking for your next career move? Join a top company hiring Trainee IFA job near me in SG14, Hertford, Hertfordshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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