Wealth Planning Associate
Location: Blackpool, hybrid after probation
Job Type: Permanent
Salary: up to £50K depending on experience + competitive benefits
Working Hours: Monday to Friday, 8:30am – 5:00pm
Associate, Wealth Planner – Client Dealing
Hawk3 talent solutions are partnering with a leading UK wealth management and investment firm to recruit an Wealth Planning Associate to join their Wealth Planning team based in Blackpool.
This is an excellent opportunity for someone looking to develop a long-term career within wealth planning and financial advice. The successful candidate will work closely with experienced Wealth Planners, gaining valuable exposure to client relationships, paraplanning and financial planning, with the opportunity to progress towards becoming a qualified Wealth Planner.
Our client provides bespoke wealth management, investment and financial planning services to private individuals, families and businesses. They pride themselves on delivering excellent client outcomes, building long-term relationships and providing tailored financial solutions.
The Role
As a Wealth Planning Associate, you will provide a combination of client support, paraplanning and wealth planning administration, working closely with senior Wealth Planners to ensure clients receive a high standard of service.
You will have the opportunity to develop your technical knowledge, client relationship and commercial skills while working towards increased responsibility and progression within Wealth Planning.
This role is ideal for a motivated Paraplanner or Wealth Planning professional looking to broaden their technical, client-facing and commercial experience, with a clear pathway toward becoming a qualified Financial Planner.
Key Responsibilities
- Provide day-to-day support to Wealth Planners and the wider Wealth Planning team.
- Act as a first point of contact for clients, handling general queries and escalating more complex matters appropriately.
- Coordinate client meetings, valuations, meeting packs and Wealth Planner diaries.
- Prepare and process client onboarding and new account documentation, including CDD and AML requirements.
- Prepare client application forms, letters of authority and other relevant documentation.
- Complete post-meeting actions, correspondence and meeting minutes.
- Maintain accurate client records and information within XPlan and other internal systems.
- Assist with billing, invoices, WIP, commissions and other finance-related queries.
- Undertake paraplanning activities to support Wealth Planners.
- Conduct relevant financial planning and product research to support client recommendations.
- Complete calculations and cash-flow modelling where required.
- Draft suitability reports, letters and other client communications for review by Wealth Planners.
- Ensure client communications are clear, fair and not misleading.
- Prepare technical documents and research for client presentations.
- Identify potential future advice opportunities and highlight these to the relevant Wealth Planner.
- Develop a strong understanding of regulatory requirements and maintain FCA Fitness & Propriety standards.
- Maintain relevant CPD and continue developing technical knowledge within financial planning.
- Develop commercial skills, including effective questioning, relationship building, referrals and pipeline management.
About You
We're looking for someone who is ambitious, organised and keen to build a long-term career within wealth planning and financial advice.
- You'll ideally have:Previous experience within financial services, wealth management, financial planning or a related professional services environment would be advantageous.
- A genuine interest in developing a career within financial planning and wealth management.
- Strong numerical and analytical skills with excellent attention to detail.
- Excellent written and verbal communication skills.
- Strong organisational and time-management abilities.
- A professional and client-focused approach.
- The ability to build strong relationships with clients and colleagues.
- The ability to work independently while also collaborating effectively within a team.
- Good knowledge of Microsoft Word, Excel and PowerPoint.
- Experience with XPlan or other financial planning systems would be advantageous.
- A commitment to achieving the RQF Level 4 Diploma in Regulated Financial Planning, with the longer-term ambition to progress towards the Advanced Diploma and Chartered Financial Planner status.
- A proactive, commercial and adaptable approach to your work.
What's on Offer
This is an excellent opportunity to build a long-term career within a leading wealth management business, with genuine opportunities to develop your technical, client-facing and commercial skills and progress towards becoming a qualified Wealth Planner.
- Alongside a competitive salary and benefits package, you'll benefit from:25 days' annual leave, increasing with length of service.
- Generous company pension with up to 7.5% employer matching contributions.
- Private Medical Insurance from day one, covering you and your family.
- Medical Cash Plan covering areas including dental, optical and physiotherapy.
- Life Assurance of four times your annual salary.
- Income Protection providing financial support during long-term illness.
- Share Incentive Plan, with company matched shares following qualifying service.
- Enhanced family-friendly benefits, including enhanced maternity and paid paternity leave.
- Electric Car Scheme and Cycle to Work Scheme.
- Interest-free Season Ticket Loan.
- Employee Assistance Programme and dedicated Mental Health Champions.
- Annual Flu Jabs, Wellness initiatives and Eye Care Vouchers.
- Access to discounted investment services.
- Mentoring opportunities and ongoing professional development.
- Diversity, Equity & Inclusion initiatives.
- Flexible 'Dress for Your Day' policy.
If you're looking to develop your career within wealth planning and financial advice and want to join a professional organisation that genuinely invests in its people, we'd love to hear from you.
Wealth Planning Associate in Blackpool employer: Hawk 3 Talent Solutions Careers
Join a highly respected private organisation in Sherborne as a Tax Advisor / Accountant, where you will thrive in a collaborative and forward-thinking environment. With a strong emphasis on professional development, this role offers competitive benefits including a generous pension contribution, individual healthcare, and opportunities for career progression into senior management. Experience a fulfilling work-life balance with hybrid working options and the chance to make a significant impact within a sophisticated finance team.
Contact Details:
Hawk 3 Talent Solutions Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Planning Associate in Blackpool
✨Get Involved in Local Property Events
Dive into local property expos and networking events! Real estate thrives on connections, so attending these events helps us meet potential employers and industry leaders, plus it's a chance to show off your enthusiasm for the field.
✨Connect with Local Agents on Social Media
Follow and engage with local real estate agents and firms on platforms like Instagram and LinkedIn. Sharing their posts and commenting with your insights can put you on their radar and might even lead to job opportunities at companies like Hawk 3 Talent Solutions Careers.
✨Don’t Underestimate the Power of Cold Outreach
Got your eye on a specific company like Hawk 3 Talent Solutions Careers? Don't hesitate to send a direct message or an email expressing your interest. Personalise your approach, maybe mentioning a recent listing or project of theirs, and it could set you apart from other candidates.
✨Utilise Property Management Platforms
Check out property management platforms and job boards tailored for the real estate sector. They often have exclusive listings, especially for full-time roles. Don't forget to visit Hawk 3 Talent Solutions Careers's careers page directly; we love seeing passionate candidates applying through our website!
Some tips for your application 🫡
Show Your Real-Estate Savvy:When crafting your CV and cover letter, make sure to highlight any relevant experience in the real estate sector. If you've done internships, assistant roles, or even relevant coursework, lay it out clearly. We want to see your familiarity with market trends, property management, or any sales experience you've got under your belt!
Quantify Your Achievements:In real estate, numbers speak volumes! When detailing your past roles, use concrete figures to demonstrate your achievements. For example, mention how many properties you sold, the percentage increase in client satisfaction, or any successful negotiations. These metrics can give your application that extra punch it needs!
Tailor Your Documents for the Job:Every application should feel personal. When applying for the Wealth Planning Associate role at Hawk 3 Talent Solutions Careers, tweak your CV to focus on aspects that are important to them. If they value client relationships, emphasise your interpersonal skills. We want to see you aligning your experiences with what they're looking for!
Keep It Professional Yet Approachable:While we want you to show off your expertise, don't forget to let your personality shine through in your cover letter. A touch of friendliness can set you apart, especially in real estate where client interaction is key. Show that you're ready not just to work with the property but also with people!
How to prepare for a job interview at Hawk 3 Talent Solutions Careers
✨Know Your Market Trends
In real estate, it’s all about staying ahead of the curve. Make sure we brush up on the latest market trends in the area where Hawk 3 Talent Solutions Careers operates. Being able to discuss local property values, demand, and upcoming developments will show that we’re not just interested in the job, but genuinely invested in the industry.
✨Prepare for Scenario Questions
Expect some scenario-based questions during the interview. We might get asked how we’d handle different client situations or property evaluations. Preparing our responses for common real estate scenarios not only demonstrates our problem-solving skills but also shows that we can think on our feet in a client-facing role.
✨Showcase Your Connections
In full-time real estate, networking is key! Let’s think about our connections in the industry and what we can bring to Hawk 3 Talent Solutions Careers. Whether it’s insights on prospective clients or relationships with local contractors, talking about these experiences can set us apart from other candidates.
✨Demonstrate Technical Savvy
Familiarity with different real estate software tools is a big plus. We should be ready to discuss any platforms we've used, whether it's for property management, CRM, or data analysis. Being comfortable with technology not only makes us more efficient, but also shows that we’re adaptable to the tools used at Hawk 3 Talent Solutions Careers.
