At a Glance
- Tasks: Support financial planners and manage client relationships while gaining hands-on experience.
- Company: Established wealth management firm with a focus on career development.
- Benefits: Up to £50,000 salary, full study support, and mentoring from experienced professionals.
- Other info: Collaborative environment with structured progression towards becoming a regulated Financial Planner.
- Why this job: Kickstart your career in financial planning with real-world experience and growth opportunities.
- Qualifications: 2:1 degree or above and a willingness to pursue financial planning qualifications.
The predicted salary is between 45000 - 50000 £ per year.
An established and growing wealth management firm is looking for an ambitious individual to join their Financial Planning team as an Associate Financial Planner. This is a fantastic opportunity for someone looking to build a long-term career path towards becoming a fully qualified, regulated Financial Planner, working alongside experienced senior planners who will support your development every step of the way. You’ll gain hands‑on exposure to both the client‑facing and technical sides of financial planning — from client onboarding and relationship management through to paraplanning, research and report writing — giving you a genuinely rounded grounding in the profession.
What You’ll Be Doing
- Supporting planners' workflows by coordinating central services and working collaboratively across the wider team
- Preparing and submitting client due diligence and new account documentation as part of the onboarding process
- Organising client meetings, valuations and meeting packs, and managing planners' diaries
- Acting as a first point of contact for client queries, escalating more complex matters where appropriate and adapting your approach for clients in vulnerable circumstances
- Managing client correspondence, application forms and service agreements with a high standard of accuracy
- Maintaining accurate client records on the firm's planning software
- Handling finance-related queries such as invoicing, billing and commissions
- Conducting research to support suitable recommendations based on client needs, objectives and existing arrangements
- Carrying out calculations and cash-flow modelling to underpin recommendations
- Drafting clear, fair and accurate suitability reports and client letters
- Preparing technical documents and research materials for client presentations
- Proactively flagging areas of potential future advice opportunities to planners
- Working towards professional qualifications, with full study support
- Building your commercial and relationship‑building skills, including networking with professional introducers
- Getting involved in wider business projects aimed at improving processes and service delivery
- Learning the fundamentals of pipeline management and business development, in preparation for a future advisory career
What We’re Looking For
- A 2:1 degree or above (any discipline)
- Willingness to work towards the Level 4 Diploma in Regulated Financial Planning, with a longer‑term commitment to Advanced Diploma / Chartered status
- Comfortable using Word, Excel and PowerPoint; experience with financial planning software is a bonus but not essential — full training given
- Strong numerical ability and excellent attention to detail
- A confident, professional communicator who can build rapport with clients and colleagues alike
- Well organised, resilient, and comfortable managing multiple priorities to deadlines
- A proactive, flexible attitude with a genuine interest in a long‑term career in financial planning
What’s on Offer
- Structured progression pathway towards a regulated Financial Planner role
- Full study support towards industry qualifications
- Mentoring from experienced, senior planners
- Exposure to both technical paraplanning and client relationship management
- A collaborative, professional working environment with genuine long‑term career prospects
Associate Financial Planner employer: RGH-Global Limited
Join a dynamic wealth management firm in Blackpool, where your career as an Associate Financial Planner can flourish. With a strong emphasis on professional development, you'll receive full study support towards industry qualifications and mentorship from seasoned planners, all within a collaborative and supportive work culture. Enjoy the benefits of hybrid working after probation, and be part of a team that values your growth and success in the financial planning profession.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Financial Planner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like RGH-Global Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Associate Financial Planner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RGH-Global Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RGH-Global Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RGH-Global Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RGH-Global Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at RGH-Global Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RGH-Global Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
