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- Tasks: Join us as an Associate Financial Planner, managing client meetings and crafting financial plans.
- Company: Strategic Wealth Partners is a boutique, CISI-Chartered firm with £65 million in assets.
- Benefits: Enjoy a competitive salary, profit-sharing, matched pension, and generous leave.
- Why this job: Experience autonomy and growth in a culture of integrity and collaboration.
- Qualifications: 3–10 years of paraplanning experience and a Level 4 Diploma are required.
- Other info: Remote work flexibility and opportunities for professional development await you.
The predicted salary is between 32000 - 42000 £ per year.
Strategic Wealth Partners is growing and we need another technically strong, client-first planner to help us deliver exceptional advice. You will work directly with our Managing Director, own the full advice process and have a clear path to become Lead Financial Planner. If you enjoy autonomy, flexibility and high professional standards, click Apply and let’s talk.
About Strategic Wealth Partners:
- Boutique, CISI-Chartered financial-planning firm
- £65 million assets under management, 60+ client families nationwide
- Tech-enabled approach via our proprietary Strategic Wealth Portal
- Culture built on integrity, collaboration and long-term thinking
What you will do:
- Prepare, attend and follow up on client meetings with the MD
- Build net-worth statements, cash-flow models and holistic financial plans
- Identify planning opportunities, perform calculations and craft recommendations
- Research products and investments, documenting due diligence and suitability
- Co-write compliant advice reports with our paraplanner
- Own file accuracy and compliance; coordinate smooth implementation
- Support onboarding, annual review prep and ongoing client relationships
What you bring:
- Location: Based in the United Kingdom
- Experience: 3–10 years paraplanning with full case-management responsibility
- Relationships: experienced in dealing directly with clients, striving for excellence, always
- Qualifications: Level 4 Diploma (or near completion) and ambition for CFP status
- Remote discipline: Proven self-management and deadline delivery from home
- Skills: Highly organised, analytical, clear communicator, detail-focused, proactive
Our values:
- Say It Straight
- Raise the Bar
- Keep Our Word
- Time Is Precious
- In It Together
- Think Long Term
Benefits:
- Salary £40k–£50k (DOE) plus profit-share after probation
- 5% matched employer pension
- 20 days annual leave rising to 25 (plus bank holidays, Christmas closure and birthday day off)
- Group life insurance and health cash plan after probation
- Fully funded professional development and exams
- Quarterly in-person team days in Kingston or at industry events
Ready to join us? Hit the Apply button on LinkedIn to share your CV.
Associate Financial Planner employer: Strategic Wealth Partners
Contact Detail:
Strategic Wealth Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planner
✨Tip Number 1
Familiarise yourself with the specific financial planning tools and software that Strategic Wealth Partners uses. Being tech-savvy and understanding their proprietary Strategic Wealth Portal will give you an edge during discussions.
✨Tip Number 2
Demonstrate your client-first approach by preparing examples of how you've successfully managed client relationships in the past. Be ready to discuss how you prioritise client needs and deliver exceptional service.
✨Tip Number 3
Showcase your ambition for professional growth, particularly your goal of achieving CFP status. This aligns with their values and demonstrates your commitment to excellence in financial planning.
✨Tip Number 4
Prepare to discuss your experience with compliance and file accuracy. Highlight any specific instances where you ensured adherence to regulations, as this is crucial for the role.
We think you need these skills to ace Associate Financial Planner
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and qualifications required for the Associate Financial Planner position. Tailor your application to highlight how your experience aligns with their needs.
Highlight Relevant Experience: In your CV and cover letter, emphasise your 3–10 years of paraplanning experience and any specific achievements that demonstrate your ability to manage client relationships and deliver high-quality financial advice.
Showcase Your Skills: Make sure to mention your organisational skills, analytical abilities, and clear communication style. Provide examples of how you've successfully managed deadlines and worked autonomously in a remote setting.
Align with Company Values: Familiarise yourself with Strategic Wealth Partners' values such as integrity, collaboration, and long-term thinking. Reflect these values in your application to show that you are a good cultural fit for the team.
How to prepare for a job interview at Strategic Wealth Partners
✨Understand the Company Culture
Before your interview, take some time to research Strategic Wealth Partners' values and culture. Familiarise yourself with their principles like 'Say It Straight' and 'Think Long Term'. This will help you align your answers with what they value in a candidate.
✨Showcase Your Technical Skills
As an Associate Financial Planner, you'll need to demonstrate your technical expertise. Be prepared to discuss your experience with net-worth statements, cash-flow models, and financial planning. Bring examples of your past work that highlight your analytical skills and attention to detail.
✨Prepare for Client Interaction Scenarios
Since the role involves direct client interaction, think of scenarios where you've successfully managed client relationships. Be ready to share how you handled challenging situations or provided exceptional service, showcasing your communication skills and client-first approach.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about the team's approach to client onboarding or how they measure success in client relationships. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
