Associate Planner

Paraplanner – Basic to £65,000k + Bonus, Full Benefits, Hybrid and Flexible Working Policy.

A high quality and award winning Chartered Financial Planning Practice is looking for an additional Associate Planner to join their business.

This new role has come about as a result of internal promotion and will be working within an established Financial Planning team. Key responsibility will be to actively support a Senior Financial Planner and the HNW Clients.

Duties will include Technical support, Client relationship management including attending Client meetings, meeting preparation, cash flow modelling, report writing and research.

At least 3 years of dedicated Paraplanning experience and sound technical knowledge is required along with Diploma.

Full exam and personal development support will be provided alongside a range of development opportunities.