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.