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- Tasks: Support experienced Financial Planners, prepare client files, and assist in financial strategies.
- Company: Join Juniper Wealth Management, a friendly firm dedicated to personal financial planning.
- Benefits: Enjoy competitive salary, flexible working, training support, and a supportive team culture.
- Why this job: Gain hands-on experience with real mentorship in a collaborative environment focused on client success.
- Qualifications: Level 4 Diploma in Financial Planning or working towards it; 2+ years in financial services.
- Other info: Apply by 20th May; interviews on 3rd and 4th June 2025.
The predicted salary is between 23000 - 35000 ÂŁ per year.
4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Your next step in financial planning starts here ⌠At Juniper Wealth Management , we believe financial planning changes lives. Weâre a growing, forward-thinking firm dedicated to supporting our teamâs development and success. We take pride in our friendly, down-to-earth culture and our commitment to helping clients achieve their financial goals. We specialise in delivering a very personal and bespoke service , using technology to work with clients nationwide from our offices in Preston, Lancashire. Our clients include dentists, doctors, business owners, senior executives, and trustees, reflecting our specialist and in-depth knowledge of their financial challenges. This is an exciting opportunity for a Paraplanner or Financial Administrator looking to take the next step towards becoming a Financial Planner. If you have a passion for financial planning, a keen eye for detail, and a genuine interest in peopleânot just numbersâweâd love to hear from you. What this isnât⌠I know the LinkedIn advert says Trainee Financial Planner / Paraplanner , but not everyone knows what an Associate Financial Planner is. ¡This isnât a role where youâre stuck in the back office, churning out reports with no client interaction. ¡This isnât a high-pressure sales role where you\’re expected to sink or swim. ¡This isnât a corporate, rigid environment where you\’re just another number. ¡This isnât a âthrow-you-to-the-wolvesâ trainee adviser role where you\’re left to figure things out alone. What this i s⌠A structured, hands-on training pathway to becoming a Financial Planner, with real mentorship and guidance. Office-based role in Preston, with the option to work from home sometimes if needed. Youâll be expected in client meetings though, so a lot of time will be spent physically in the office or at client houses. Flexible working is fine with us; you want to go to your childâs assembly? Be our guest. Need to go to a hospital appointment? Absolutely fine. We trust you to get your hours in and your work done. Client-facing from day one , giving you the opportunity to build relationships and develop the skills to advise effectively. Working alongside experienced planners , observing, learning, and gradually stepping into an advisory role in a supportive and encouraging environment. An opportunity to develop both technically and personally , growing your confidence, knowledge, and ability to help clients achieve their goals. Being part of a small, friendly team , where youâll be supported, valued, and given room to grow. This is your chance to become a Financial Planner the right way âlearning, developing, and building a career in a firm that truly invests in you. What youâll be doing⌠As an Associate Financial Planner , youâll work closely with an experienced Financial Planner, gaining hands-on experience and building the skills needed to become a Financial Planner yourself. Your key responsibilities will include: Supporting your financial planner: Helping prepare client files, conduct research, and draft financial plans. Technical calculations & research: Gathering and analysing data to support financial recommendations. Client interaction: Communicating with clients and providers via email, phone, and in-person meetings. Observing & learning: Attending client meetings, taking notes, and understanding real-world financial planning. Implementation & administration: Assisting in executing financial strategies and keeping everything running smoothly. Working with senior admin: You will be the middle person between planners and admin to ensure the client experience is smooth and efficient; good communication and teamwork is essential. We believe our admin staff are a key to our firm running well, so there is no âus and themâ culture here â you are part of the team whoever you are. Being part of the team: Weâre a small businessâeveryone gets involved to support each other. Who we are looking for⌠Aspiring Financial Planner: Currently in a paraplanning role, looking for career progression. We will consider financial admin too if the skills and qualifications match. Qualifications: Level 4 Diploma in Financial Planning (or working towards being qualified). Experience: 2+ years in financial services (administration or paraplanning). Technical skills: Strong knowledge of financial planning tools, products, and Microsoft Office. Attention to detail: A process-driven, organised approach with a high level of accuracy. Great communicator: Strong written and verbal skills, with a client-first mindset. Team player: Someone who thrives in a small, collaborative firm. A passion for financial planning: Understanding that this job is about people and their goals, not just numbers. Curiosity: Someone who is up for listening to podcasts in their spare time, reading up on the latest financial news, pursuing activities that develop great soft skills with clients, and keen on being the best they can be. Whatâs in it for you? Competitive salary: ÂŁ27,000 – ÂŁ40,000 + team-based bonus (so we all win together!). The big range of salary is dependent on experience and exams, but there is much room for growth at a fast pace. Career progression: A structured path towards becoming a Financial Planner. This includes training, role-play, seminars and webinars with an external provider to help you practice soft skills as well as technical knowledge. Training & support: Financial and study support towards qualifications. Annual leave: 20 days holiday + bank holidays + we close between Christmas & New Year. You gain three extra days after three yearsâ service and then three more after five yearsâ service. Pension & benefits: Workplace pension scheme and private medical insurance. A friendly, supportive team: Work in an environment where youâll be valued, supported, and challenged. I promise weâre dead nice! Why join Juniper Wealth Management? Weâre not just another financial planning firm âwe believe in developing our people, delivering exceptional service, and building a company culture where everyone has a voice . If youâre ready to take your career to the next level, weâd love to hear from you! Job advert will close on Tuesday 20 th May. Interviews are planned for 3 rd and 4 th June 2025. Apply now or reach out for an informal chat to learn more. Drop Esther an email if you have any questions on estherstamp@juniperwealth.co.uk . 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Associate Financial Planner employer: Juniper
Contact Detail:
Juniper Recruiting Team
estherstamp@juniperwealth.co.uk
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Associate Financial Planner
â¨Tip Number 1
Familiarise yourself with the specific financial planning tools and products mentioned in the job description. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
â¨Tip Number 2
Showcase your client-facing experience by preparing examples of how you've successfully interacted with clients in previous roles. Highlighting your communication skills and ability to build relationships will resonate well with Juniper Wealth Management's culture.
â¨Tip Number 3
Research Juniper Wealth Managementâs approach to financial planning and their client base. Understanding their values and the type of clients they serve will enable you to tailor your discussions and demonstrate your genuine interest in their work.
â¨Tip Number 4
Prepare thoughtful questions about the mentorship and training opportunities available at Juniper. This shows your eagerness to learn and grow within the company, aligning with their commitment to developing their team.
We think you need these skills to ace Associate Financial Planner
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any paraplanning or administrative roles. Emphasise your qualifications, such as the Level 4 Diploma in Financial Planning, and showcase your attention to detail and communication skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial planning and your understanding of the role. Mention specific experiences that demonstrate your client-facing abilities and your eagerness to learn and grow within a supportive team environment.
Showcase Your Soft Skills: In your application, highlight your soft skills, such as teamwork, communication, and curiosity. Provide examples of how you've successfully interacted with clients or collaborated with colleagues in previous roles, as these are crucial for the Associate Financial Planner position.
Research Juniper Wealth Management: Familiarise yourself with Juniper Wealth Management's culture and values. Mention in your application why you resonate with their commitment to personal service and team development, and how you can contribute to their friendly, down-to-earth environment.
How to prepare for a job interview at Juniper
â¨Understand the Role
Make sure you have a clear understanding of what an Associate Financial Planner does. Familiarise yourself with the responsibilities mentioned in the job description, such as client interaction and supporting financial planners. This will help you articulate how your skills align with the role.
â¨Show Your Passion for Financial Planning
Demonstrate your genuine interest in financial planning during the interview. Share experiences or stories that highlight your passion for helping clients achieve their financial goals. This will resonate well with the firm's culture of valuing personal connections over just numbers.
â¨Prepare Questions for Your Interviewers
Have a list of thoughtful questions ready to ask your interviewers. Inquire about the mentorship opportunities, team dynamics, and the firm's approach to client relationships. This shows your enthusiasm for the role and helps you assess if the company is the right fit for you.
â¨Highlight Your Teamwork Skills
Since the firm values collaboration, be prepared to discuss examples of how you've successfully worked in teams. Emphasise your ability to communicate effectively and support colleagues, as this aligns with their 'no us and them' culture.
