We are working with a highly regarded, independent financial planning firm who are looking to appoint an Associate Financial Planner to join their growing Wealth Planning team.
This is an excellent opportunity to join a business on a strong growth trajectory, with clear plans to significantly expand its advisory team over the coming years—creating genuine long-term progression opportunities.
The Role
This position offers a blend of paraplanning and associate advisory responsibilities, working closely with experienced Chartered Financial Planners to deliver holistic financial planning advice to a high-quality HNW client base.
Key responsibilities include:
- Preparing suitability reports and conducting detailed technical research
- Producing cashflow modelling and complex financial planning analysis
- Supporting client reviews and ongoing service delivery
- Assisting with client onboarding and drafting recommendations
- Identifying planning opportunities and supporting the delivery of advice
You will gain increasing exposure to client relationships and more complex planning work over time.
The Opportunity
- Join a growing Wealth Planning team with ambitious expansion plans
- Work alongside experienced Chartered Financial Planners
- Clear pathway into an advisory role
- Full support through professional exams, including progression to Chartered status
- Exposure to high-quality HNW clients and holistic financial planning
About You
- Around 2+ years’ experience in a paraplanning role
- Working towards (or holding) the Diploma in Financial Planning (DipPFS)
- Strong technical knowledge across pensions, investments and protection
- Excellent attention to detail and report writing skills
- Ambitious, proactive and keen to progress into an advisory role
Package & Benefits
- Salary: £42,000 – £47,500 (flexible depending on experience)
- Bonus typically in the region of £4,000 – £6,000
- Hybrid working (3 days office / 2 from home, with flexibility)
- 25 days holiday + Christmas closure
- Pension, life cover, income protection and wellbeing support
- Comprehensive benefits package and full study support
This is a fantastic opportunity for a paraplanner looking to take the next step in their career within a progressive and supportive financial planning environment.
