Trainee IFA

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

Location: SG14, Hertford, GB

Posted Date: 10/16/2025