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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 working in a caring, client-first environment.
- Qualifications: Must be Level 4 qualified and on the path to Chartered status.
- Other info: Be part of a mission-driven team that values trust and integrity.
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 client service in previous roles. Highlighting your experience in crafting tailored solutions will resonate well with the firm's client-first ethos.
✨Tip Number 4
Showcase your enthusiasm for continuous learning and professional development. Mention any steps you’re taking towards achieving Chartered status, as this aligns perfectly with the firm's commitment to supporting career growth.
We think you need these skills to ace Associate Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and any relevant experience in financial planning. Emphasise your passion for ethical financial advice and any previous roles that demonstrate your attention to detail and client-centric approach.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Associate Planner role and the company's mission. Share specific examples of how you've delivered value in past roles and your commitment to achieving Chartered status.
Showcase Relevant Skills: Highlight skills that align with the job description, such as conducting research, crafting suitability reports, and cashflow modelling. Use concrete examples to illustrate how you've successfully applied these skills in previous positions.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
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 Research Skills
Prepare to discuss your approach to conducting in-depth research and crafting tailored suitability reports. Bring examples of past work that showcase your attention to detail and ability to present recommendations effectively.
✨Highlight Your Collaborative Spirit
Since the role involves working closely with a Senior Adviser, emphasise your teamwork skills. Share experiences where you successfully collaborated with others to achieve a common goal, particularly in a caring and ethical environment.
✨Discuss Your Career Aspirations
Be open about your journey towards Chartered status. Talk about your commitment to professional development and how you see yourself growing within the firm, aligning your goals with their structured support for career progression.
