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- Tasks: Support clients as an Associate Financial Planner, preparing and attending meetings.
- Company: Join a fast-growing, values-driven financial planning firm with a collaborative culture.
- Benefits: Enjoy flexible remote work, competitive salary, and generous annual leave.
- Why this job: Make a real impact while growing your career in a supportive environment.
- Qualifications: Minimum 4 years in financial planning; Level 4 qualified preferred.
- Other info: Opportunities for professional development and progression to Lead Financial Planner.
The predicted salary is between 42500 - 57500 £ per year.
Looking for a flexible, fully remote role within the UK 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.
Benefits
- 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 believe in transparency around career growth. As you progress from Associate Planner to Financial Planner, your compensation evolves in line with responsibility and experience.
About The Role
Frazer James is in a strong growth phase, building capacity for the clients we expect to bring on board over the next 12–24 months. We operate two client‑facing teams (new business and servicing), supported by dedicated staff.
As a small, fast‑growing company, we operate more like a start‑up than a large corporation. Processes evolve as we grow, and we’re looking for someone who sees change as an opportunity rather than a challenge.
In the first 12 months, you’ll join as an Associate Financial Planner, supporting a Lead Financial Planner. Most of your time will be spent preparing for, attending, and following up on client meetings, alongside producing financial plans and the occasional suitability report. The focus is on building technical confidence, meaningful client exposure, and strong planning judgement.
Over the following 12 months, subject to performance, you’ll progress into a Lead Financial Planner role. You’ll take full responsibility for your own clients and lead relationships day-to-day, supported by a dedicated paraplanner and administrator.
This is a remote‑first role within the UK, with occasional travel to Bristol for quarterly meet‑ups and occasional client meetings.
What You’ll Be Doing
First 12 Months | Associate Planner:
- Attend and actively contribute to client meetings
- Shadow and learn from the lead financial planner
- Identify planning opportunities and develop recommendations
- Coordinate implementation with administrators
- Prepare annual reviews and meeting notes
- Communicate with clients via email, secure messaging, phone, and meetings
- Provide occasional paraplanning support (suitability reports, technical research)
- Ensure files are complete, compliant, and suitable
- Progress towards Chartered/CFP status
Month 12-24 Months | Associate Planner to Lead Planner Transition:
- Lead client meetings with oversight and support
- Deliver tailored advice and develop comprehensive financial plans
- Take increasing ownership of client relationships
- Maintain high standards of documentation, compliance, and follow-through
- Continue professional development towards Chartered and or CFP status
Beyond 24 Months | Lead Financial Planner:
- Take full responsibility for your own client relationships
- Manage a dedicated team, including a paraplanner and administrator
- Contribute to the development of processes and standards as the firm scales
The Ideal Candidate
- Location: Must be based in the United Kingdom. You’ll work remotely, but will be expected to travel to Bristol for quarterly in-person team days and occasional client meetings as needed.
- Remote-Friendly: Previous experience working from home or in a remote role.
- Role Experience: Minimum 4 years working within a ‘true’ financial planning firm, with prior experience across paraplanning and advisory roles.
- Qualifications: Level 4/Diploma qualified minimum, with a commitment to progress towards Level 7 Certified Financial Planner (CFP) if not already achieved.
- Technical Skills: Strong IT skills, including experience using Google Workspace, MacOS and ChatGPT and financial planning software. Strong technical knowledge across core financial planning areas.
- Attention to Detail: Excellent organisational skills and meticulous attention to detail.
- Communication: Exceptional written and verbal communication skills.
- Proactive Attitude: Self-motivation and a proactive approach to personal learning and development.
- Value Alignment: Strong alignment with our core values of integrity, excellence, dependability, respect, and commercial acumen.
- Chartered/Certified Financial Planner status already achieved
- Solid academic background (degree preferred)
Why You’ll Love Working With Us
Frazer James is a values-driven, multi-award-winning independent financial planning firm based in Bristol. Since 2019, we’ve grown organically through word of mouth and strong client relationships, and now manage over £125 million on behalf of around 125 families.
We deliver highly personalised financial planning that helps clients plan with purpose, invest with clarity, and live with intention. Our team includes Certified Financial Planners, Chartered Paraplanners, and experienced support staff who genuinely care about the quality of their work and the impact it has.
You’ll be joining a business that does things properly, values your voice, and trusts you to do great work from wherever you are.
Join our team of 7 as we look to grow and build a third team, expanding the team throughout 2026.
How to Apply
If you are interested in this opportunity, please apply through LinkedIn Easy Apply.
Associate Financial Planner in Bristol employer: Frazer James
Contact Detail:
Frazer James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planner in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn and let them know you're on the hunt for an Associate Financial Planner role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for financial planners and practice your responses. We want you to feel confident and ready to showcase your skills and experience when it counts.
✨Tip Number 3
Show off your personality! During interviews, let your passion for financial planning shine through. Remember, they’re looking for someone who fits into their collaborative, growth-minded team, so be yourself!
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to leave a lasting impression and keep you top of mind.
We think you need these skills to ace Associate Financial Planner in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Associate Financial Planner role. Highlight your technical expertise and client-focused approach, as these are key to impressing us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can contribute to our growth-minded team. Keep it engaging and personal.
Showcase Your Communication Skills: Since communication is crucial in this role, ensure your written application is clear, concise, and free of errors. This is your first opportunity to demonstrate your exceptional written skills to us!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates from us.
How to prepare for a job interview at Frazer James
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the core areas of financial planning and be ready to discuss how your experience aligns with the role. Familiarise yourself with the company’s values and how they resonate with your own.
✨Showcase Your Communication Skills
As an Associate Financial Planner, you'll need to communicate effectively with clients. Prepare examples of how you've successfully communicated complex information in the past. Practise articulating your thoughts clearly and confidently during the interview.
✨Be Ready for Change
This role is in a fast-growing company where processes evolve. Be prepared to discuss how you've adapted to change in previous roles. Highlight your proactive attitude and willingness to embrace new challenges as opportunities for growth.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and professional development opportunities. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
