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.