Blakemore Recruitment
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.
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Accounting & Finance Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.