Experinced Financial Planner

  • Blakemore Recruitment
  • Bishop's Stortford, Hertfordshire
  • Mar 19, 2026
Full time Banking Finance

Job Description

Experienced Financial Planner - Bishop's Stortford

We are working with a well-established and highly respected financial planning firm in Bishop's Stortford who are looking to appoint an experienced Financial Planner to support continued growth.

This is an excellent opportunity for a qualified adviser who values long-term client relationships, high professional standards, and a supportive, well-resourced environment.

The Role
  • Provide holistic, whole-of-market financial advice to a portfolio of established clients
  • Build and maintain strong, long-term client relationships
  • Deliver advice across pensions, investments, protection, and retirement planning
  • Work closely with experienced paraplanners and administrators, allowing you to focus on advice and client care
  • Develop new business through referrals and professional connections (no heavy cold-calling culture)
The Ideal Candidate
  • Level 4 Diploma qualified (or working towards Chartered status)
  • Proven experience as a Financial Planner / Independent Financial Adviser
  • Strong technical knowledge and a client-centric approach
  • Excellent communication and relationship-building skills
  • Comfortable working in a compliant, advice-led environment
What's on Offer
  • Competitive basic salary plus bonus / validation options
  • Existing client bank available (depending on experience)
  • Full administrative and paraplanning support
  • Flexible working arrangements
  • Clear long-term career progression within a stable firm
  • Friendly, professional office culture in Bishop's Stortford

This role would suit an adviser looking for quality over quantity, autonomy in their role, and a firm that genuinely invests in its people and clients.