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- Tasks: Join a dynamic team as an Associate Financial Planner, supporting clients and developing financial strategies.
- Company: Frazer James, a growing financial planning firm with a remote-first culture.
- Benefits: Earn up to £63k+, enjoy flexible hours, and receive a wellbeing allowance.
- Why this job: Make a real impact while enjoying work-life balance and career growth opportunities.
- Qualifications: Client-focused mindset and a passion for financial planning.
- Other info: Remote role with occasional travel, professional development, and team meetups.
The predicted salary is between 42500 - 57500 £ per year.
Remote role within the UK with a total cash-equivalent benefits package of up to £63,000+, including base salary, discretionary bonus, employer pension contributions (up to 7%), wellbeing allowance, and other cash-equivalent benefits.
Looking for a flexible role where you can grow your career while making a real impact? If you’re technically excellent, client-focused, and thrive in a collaborative, growth-minded team, we’d love to hear from you.
What’s In It For You?
- Competitive Salary: £42,500 – £57,500 (depending on experience)
- Annual bonus: Discretionary performance-based bonus, paid twice yearly, up to 10% of base salary (not guaranteed)
- Wellbeing Allowance: 4% of salary (cash-equivalent)
- Pension Scheme: Employer contribution matched up to 7% via salary sacrifice.
- Annual Leave: 24 days per year + bank holidays + your birthday off + additional days awarded for long service + option to purchase additional leave
- Inflationary Pay: Linked to September CPI with potential enhancement
- Sabbatical: One fully paid month off every 3 years
- Reduced Work Week: Finish at 3 pm on Fridays (35.5-hour week)
- Flexible Working: Remote working and flexible hours to support work-life balance
- Work Anywhere: Work abroad for up to 90 days annually
- Professional Development: Opportunities for continuous professional growth and progression + paid exams or additional training
- Social: Quarterly in-person team meetups (South West, England)
- Early Christmas Pay: Receive December pay on the 1st Friday of the month
- Health Screening or Cash Plan: Paid annual health screening (2 half days to attend appointments)
- Charity Days: Up to 2 charity days with the team annually
We’ve designed this role to reward great work, support your well-being, and give you the flexibility to thrive.
About The Role
We’re hiring an Associate Financial Planner to join our team at Frazer James to report to our Managing Director. We’re currently experiencing a strong growth phase, building capacity for the clients we expect to bring on board over the next 12–24 months. This is a remote role within the UK with occasional travel to Bristol.
You’ll start as an Associate Financial Planner, supporting a Lead Financial Planner within an existing team. Your responsibilities will be split approximately 65% Associate Financial Planner tasks and 35% paraplanning tasks. Over the first 12 months, your role will evolve so that you spend 100% of your time as an Associate Financial Planner. Beyond this, you will progress to Lead Financial Planner within approximately 12–18 months thereafter.
What You’ll Be Doing:
- Client Meeting Participation: Attend all meetings as an active participant, contributing to discussions and effectively communicating complex financial concepts.
- Paraplanning Support: Prepare suitability reports, conduct technical research, and provide paraplanning support across the advice process.
- Shadowing and Mentorship: Closely shadow the Financial Planners, gaining insights into client interactions and advanced financial planning techniques.
- Professional Development: Stay updated with industry trends and progress towards Chartered/CFP status.
- Client Advice: Prepare for, contribute to, and lead client meetings alongside senior planners.
- File Ownership: Ensure all client files are complete, compliant, and suitable.
- Strategic Planning: Identify planning opportunities and create actionable strategies for clients.
- Implementation Oversight: Coordinate with administrators and paraplanners to ensure smooth plan execution.
- Annual Reviews: Update plans, agendas, and meeting notes for existing clients.
- Client Communication: Build strong client relationships via email, secure messaging, phone, and in meetings.
- Create Financial Plans: Develop comprehensive financial plans tailored to client needs.
Associate Financial Planner employer: Frazer James
Contact Detail:
Frazer James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the hunt for an Associate Financial Planner role. You never know who might have the inside scoop on a job opening!
✨Tip Number 2
Prepare for those interviews! Research common questions for financial planners and practice your answers. We want you to shine when discussing your experience and how you can contribute to the team.
✨Tip Number 3
Show off your skills! If you have any relevant projects or case studies, bring them to the table during interviews. This is your chance to demonstrate your technical excellence and client-focused approach.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Associate Financial Planner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Associate Financial Planner role. Highlight your relevant experience and skills that match what we're looking for, like client focus and technical excellence.
Show Your Passion: Let us know why you're excited about this role! Share your enthusiasm for financial planning and how you see yourself growing with us. A bit of personality goes a long way in making your application stand out.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon unless it's necessary. We want to understand your qualifications without getting lost in complicated terms.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This helps us keep track of your application and ensures you’re considered for the role as quickly as possible!
How to prepare for a job interview at Frazer James
✨Know Your Financial Stuff
Brush up on your financial planning knowledge before the interview. Be ready to discuss key concepts, recent trends in the industry, and how they relate to the role of an Associate Financial Planner. This shows you're not just technically excellent but also genuinely interested in the field.
✨Showcase Your Client-Focused Approach
Prepare examples of how you've successfully interacted with clients in the past. Highlight your ability to understand their needs and provide tailored advice. This is crucial since the role involves client meetings and building strong relationships.
✨Demonstrate Team Collaboration Skills
Since this position thrives in a collaborative environment, think of instances where you've worked effectively within a team. Be ready to discuss how you can contribute to a growth-minded team and support your colleagues, especially in a remote setting.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s growth plans, team dynamics, and professional development opportunities. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.
