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For Companies At a Glance
- Tasks: Support financial planners and deliver high-quality advice to clients.
- Company: Join a growing financial planning team with a focus on client success.
- Benefits: Gain technical development, career progression, and valuable client-facing experience.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: 3+ years in paraplanning or financial planning support with strong report-writing skills.
- Other info: Dynamic role with opportunities for professional growth and collaboration.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking a talented Financial Planning Associate to join a growing financial planning team. This is a client-facing support role working closely with financial planners to deliver high-quality advice, write suitability reports, and ensure smooth implementation of recommendations. The role offers excellent exposure, technical development, and career progression.
Core Responsibilities
- Support financial planners by analysing client situations, identifying planning opportunities, and suggesting next steps.
- Prepare for and attend client meetings, updating fact finds, writing meeting notes, and coordinating follow-up actions.
- Build strong client relationships as a secondary point of contact.
- Research financial solutions to meet client needs.
- Draft clear, compliant suitability reports across pensions, investments, retirement income, inheritance tax, and alternative investments (VCTs/EISs).
- Collaborate with administrators to ensure accurate implementation of advice.
- Support cashflow modelling and client presentations.
- Maintain records and research on Xplan, ensuring accuracy and compliance.
- Contribute to improving financial planning processes and team best practice.
- Act as a technical resource for colleagues and attend technical seminars to stay up to date.
Requirements
- Minimum of 3+ years' experience in paraplanning or financial planning support.
- Strong understanding of financial planning products and regulations.
- Excellent report-writing skills with the ability to simplify complex advice.
- Strong attention to detail, organisational skills, and accuracy.
- Confident communicator with excellent verbal and written skills.
- Proficiency in Xplan, Voyant, FE Analytics, and MS Office (or similar systems).
- Positive, proactive, and solutions-driven attitude.
Financial Planning Associate employer: Orlaroseassociates
Contact Detail:
Orlaroseassociates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. Think about how you can showcase your experience with Xplan and your report-writing skills. We want you to shine, so rehearse your answers until they feel natural!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for the Financial Planning Associate position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way. Plus, applying directly shows your commitment and makes it easier for us to spot your application. Let’s get you that dream job!
We think you need these skills to ace Financial Planning Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning or financial planning support experience, and don’t forget to showcase your report-writing skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Financial Planning Associate role. Mention specific experiences that align with the responsibilities listed in the job description.
Showcase Your Technical Skills: Since we’re looking for someone with proficiency in Xplan and other financial tools, make sure to mention your experience with these systems. If you’ve used them in past roles, give examples of how they helped you deliver results.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Orlaroseassociates
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial planning products and regulations. Being able to discuss pensions, investments, and tax implications confidently will show that you're well-prepared and understand the core responsibilities of the role.
✨Practice Your Report-Writing Skills
Since excellent report-writing skills are crucial for this position, try drafting a few sample suitability reports before your interview. This will help you articulate your ability to simplify complex advice and demonstrate your attention to detail.
✨Showcase Your Client Relationship Skills
Think of examples from your past experience where you've built strong client relationships or supported financial planners effectively. Be ready to share these stories during the interview to highlight your interpersonal skills and proactive attitude.
✨Familiarise Yourself with Xplan and Other Tools
Since proficiency in Xplan and similar systems is essential, make sure you’re comfortable discussing how you've used these tools in previous roles. If you can, bring examples of how you’ve maintained records or improved processes using these platforms.
