Independent Financial Planner – Hertfordshire & North London (Hybrid / Remote)
A well-established, client-centric wealth management firm is seeking a Diploma-qualified Financial Planner to join its growing advisory team across Hertfordshire and North London. This is a fantastic opportunity for an experienced adviser looking to work flexibly, with the choice of remote working and access to office locations as needed.
With full back-office support, a high-quality proposition, and a culture rooted in financial planning (not product sales), this role offers the perfect platform for professionals who want to focus on delivering meaningful outcomes to clients while growing their own long-term value.
Salary up to £80,000, inc bonus up to £120,000
Why Join This Firm?
🔹 Freedom & Flexibility: Choose between employed or self-employed status to suit personal and professional goals
🔹 Home-Based Model: Remote working with access to modern regional offices when required
🔹 Support That Frees You Up: Comprehensive paraplanning, admin, and client support included
🔹 Financial Planning First: A values-driven, independent firm with a focus on long-term client relationships
🔹 Advanced Tech Stack: Leverage tools like XPlan for a seamless client and adviser experience
Key Responsibilities
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Follow a structured Six-Stage Advice Process to deliver tailored financial advice
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Build and maintain trusted client relationships across pensions, investments, tax, and protection
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Conduct regular reviews to respond to clients' evolving needs and objectives
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Grow a client bank via referrals, personal business development, and firm-generated leads
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Utilise marketing channels, social media, and networking to build your profile
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Host client meetings in-person, virtually, or at offices based on client preferences
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Produce compliant and insightful financial planning reports tailored to individual circumstances
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Keep up to date with market developments and regulatory changes
What’s Needed to Succeed
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Level 4 Diploma in Regulated Financial Planning (or FCA-recognised equivalent)
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Current CF30 status (or ability to obtain)
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A genuine passion for delivering outstanding client outcomes
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Excellent interpersonal and communication skills
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Proven ability in developing new client relationships
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Confident using digital tools and video platforms for client interaction
Benefits
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End-to-end admin, paraplanning, and compliance support
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Marketing and lead generation assistance
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In-house investment platform
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Learning and development support
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Full access to systems, CRM, and remote IT
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Business value creation and exit planning options
This is an ideal opportunity for a financial planner seeking greater autonomy, improved work-life balance, and the infrastructure to deliver exceptional client service.