Experinced Financial Planner

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.

\n
• Provide holistic, whole-of-market financial advice to a portfolio of established clients
\n
• Build and maintain strong, long-term client relationships
\n
• Deliver advice across pensions, investments, protection, and retirement planning
\n
• Work closely with experienced paraplanners and administrators, allowing you to focus on advice and client care
\n
• Develop new business through referrals and professional connections (no heavy cold-calling culture)
\n

\n
• Level 4 Diploma qualified (or working towards Chartered status)
\n
• Proven experience as a Financial Planner / Independent Financial Adviser
\n
• Strong technical knowledge and a client-centric approach
\n
• Excellent communication and relationship-building skills
\n
• Comfortable working in a compliant, advice-led environment
\n

\n
• Competitive basic salary plus bonus / validation options
\n
• Existing client bank available (depending on experience)
\n
• Full administrative and paraplanning support
\n
• Flexible working arrangements
\n
• Clear long-term career progression within a stable firm
\n
• Friendly, professional office culture in Bishop’s Stortford
\n

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.