Antony George Recruitment is seeking an Associate Financial Planner for an independent chartered financial planning firm in Greater Manchester. The role focuses on client-facing complex planning, with a bigger client role and no new-business chasing.
You'll meet clients 3–4 times weekly, work with Senior Chartered Financial Planners, and receive paraplanner and administrator support. The package includes £60,000-£75,000, a performance bonus, funded Chartered exams, and a hybrid working pattern.
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Associate Financial Planner — Chartered & Client-Focused employer: Antony George Recruitment
This award-winning, independent Chartered financial planning firm near Wilmslow is an exceptional employer, offering a supportive work culture that prioritises employee well-being and professional growth. With benefits like hybrid working, generous holiday allowances, and fully funded exam support, the firm fosters a collaborative environment where paraplanners can thrive in their technical craft without the pressures of client-facing roles. Their commitment to integrity, growth, and excellence ensures that employees are valued and empowered to make meaningful contributions.
