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For Companies At a Glance
- Tasks: Support Senior Advisers in client meetings and create tailored financial reports.
- Company: Join an award-winning, independent firm focused on ethical financial planning.
- Benefits: Enjoy hybrid working, career progression, and a supportive team culture.
- Why this job: Make a real impact while growing towards Chartered status in a caring environment.
- Qualifications: Must be Level 4 diploma qualified and passionate about ethical finance.
- Other info: Be part of a client-first ethos that values genuine relationships.
The predicted salary is between 42000 - 78000 £ per year.
Job Description
🌟 Associate Planner / Paraplanner – Independent Ethical IFA
📍 London| Hybrid Working Available
📈 Salary up to £65k + Exceptional Career Progression
Are you a Level 4 qualified Paraplanner with a passion for ethical financial planning and a drive to work towards Chartered status? Join an award-winning, truly client-centric Independent Financial Advisory firm that’s built its reputation on trust, integrity, and holistic advice.
About them
Proudly independent firm with long-standing relationships built over decades. Mission is to offer transparent, ethical financial guidance that empowers clients through every stage of their journey. Financial planners go beyond the numbers to deliver bespoke advice that puts client wellbeing first—and we invest in our team the same way.
The Role
As Associate Planner, you’ll work in close partnership with a Senior Adviser, supporting and attending client meetings, and becoming an integral part of their financial journey. You’ll play a hands-on role in:
- Crafting tailored suitability reports
- Conducting in-depth research and presenting recommendations
- Assisting with cashflow modelling and portfolio construction
- Delivering a service that reflects genuine care and personalisation
We’re seeking someone who is:
✅ Level 4 diploma qualified
✅ On the pathway to Chartered status
✅ Detail-oriented, inquisitive, and passionate about delivering value
✅ A collaborator who thrives in a caring and ethical environment
Why Join?
🌱 Career growth: Structured support to achieve Chartered status
🤝 A supportive culture: Work with professionals who care deeply about each other and their clients
💬 Client-first ethos: Real relationships, not just transactions
🏆 Industry recognition: Our values are our strength—and they’re recognised in the industry
If you’re ready to make a meaningful impact while growing in a firm that values both its clients and its people, we’d love to hear from you.
🔗 Apply now and be part of something purpose-driven.
Associate Planner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who share a focus on ethical practices. Attend industry events or webinars to connect with potential colleagues and mentors who can provide insights into the role and the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in ethical financial planning. Being knowledgeable about current issues will not only help you in interviews but also demonstrate your commitment to the field and the values of the firm.
✨Tip Number 3
Prepare to discuss specific examples of how you've delivered personalised financial advice in the past. Highlight your experience in crafting suitability reports and conducting research, as these are key aspects of the Associate Planner role.
✨Tip Number 4
Showcase your passion for client wellbeing during your interactions with the firm. Emphasise your collaborative spirit and how you thrive in a caring environment, aligning your values with those of the company to make a strong impression.
We think you need these skills to ace Associate Planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of an Associate Planner. Familiarise yourself with the skills required, such as crafting suitability reports and conducting in-depth research.
Tailor Your CV: Customise your CV to highlight your Level 4 qualification and any relevant experience in ethical financial planning. Emphasise your detail-oriented nature and collaborative skills, as these are key attributes for the role.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for ethical financial planning and your desire to achieve Chartered status. Mention how your values align with the firm's mission and how you can contribute to their client-first ethos.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Financial Divisions
✨Show Your Passion for Ethical Financial Planning
Make sure to express your enthusiasm for ethical financial planning during the interview. Share examples of how you have prioritised client wellbeing in your previous roles, as this aligns with the firm's values.
✨Demonstrate Your Detail-Oriented Nature
Prepare to discuss specific instances where your attention to detail has made a difference in your work. This could include crafting suitability reports or conducting research, which are key aspects of the Associate Planner role.
✨Highlight Your Collaborative Skills
Since the role involves working closely with a Senior Adviser, be ready to talk about your experiences in teamwork. Emphasise how you thrive in collaborative environments and how you contribute to a supportive culture.
✨Prepare Questions About Career Progression
Show your interest in career growth by preparing thoughtful questions about the support provided for achieving Chartered status. This demonstrates your commitment to professional development and aligns with the firm's mission.
