Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners with research, analysis, and client report preparation.
- Company: Join a dynamic financial planning firm focused on modern wealth management.
- Benefits: Enjoy 31 days annual leave, wellness support, and comprehensive benefits.
- Why this job: Be part of a values-driven culture that values your growth and contribution.
- Qualifications: Requires two years of financial planning support experience and Level 4 qualifications.
- Other info: Full-time role based in Newcastle-under-Lyme with a salary up to £35,000.
The predicted salary is between 21000 - 29000 £ per year.
Are you a skilled Financial Planning Associate on the lookout for your next career move? Join a dynamic financial planning firm where exceptional service meets genuine career development in a supportive, values-driven environment.
What Makes This Role Special
This isn\’t just another financial planning position. You\’ll be joining a forward-thinking financial planning business that\’s reimagined what modern wealth management looks like. Our unique approach to \”Life Landscaping\” goes beyond traditional financial advice, focusing on enriching lives through meaningful client relationships and comprehensive planning strategies.
Your Responsibilities Will Include:
Working alongside experienced Financial Planners to deliver outstanding client outcomes through detailed research, analysis, and report preparation. You\’ll identify planning opportunities, prepare comprehensive suitability reports, conduct thorough fund research using FE Analytics, and maintain robust due diligence processes. Documentation compliance and team development are also key aspects of this varied role.
What We\’re Looking For:
– We need someone with at least two years of financial planning support experience within an IFA environment, ideally holding DipPFS or equivalent Level 4 qualifications.
– You should have broad product knowledge, excellent communication abilities, and strong collaborative skills.
– Experience with IFA systems and a commitment to service excellence are essential, alongside personal qualities of adaptability, enthusiasm, and integrity.
Why Choose This Opportunity?
Beyond the competitive salary, you\’ll enjoy 31 days annual leave (including bank holidays), comprehensive benefits including income protection, life assurance, Employee Assistance Programme, wellness support, and financial wellbeing resources. Most importantly, you\’ll work within a culture that genuinely values your contribution and supports your professional growth.
Salary: Up to £35,000
Location: Newcastle-under-Lyme
Hours: Full-time (35 hours weekly)
Ready to Apply?
Please ensure your CV clearly demonstrates your relevant experience and achievements. Only candidates meeting our criteria will be contacted for interview.
#J-18808-Ljbffr
Financial Planning Associate employer: The Opportunity Hub UK
Contact Detail:
The Opportunity Hub UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Associate
✨Tip Number 1
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with current Financial Planning Associates and learn about their experiences. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and wealth management. Being knowledgeable about modern practices, such as 'Life Landscaping', will help you stand out during interviews and demonstrate your commitment to the field.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced by Financial Planning Associates. Think about how you would handle client relationships and compliance issues, as these are key aspects of the role.
✨Tip Number 4
Showcase your collaborative skills by discussing past experiences where you worked effectively within a team. Highlighting your ability to contribute positively to a team environment will resonate well with employers looking for a strong cultural fit.
We think you need these skills to ace Financial Planning Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning support, especially within an IFA environment. Emphasise any qualifications like DipPFS and showcase your achievements in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the company's unique approach to financial planning. Mention how your skills align with their focus on client relationships and comprehensive planning strategies.
Highlight Relevant Skills: In your application, clearly outline your broad product knowledge, communication abilities, and collaborative skills. Provide examples of how you've demonstrated adaptability, enthusiasm, and integrity in your past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at The Opportunity Hub UK
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial planning knowledge, especially around the products and services relevant to the role. Be prepared to discuss your experience with IFA systems and how you've used them in past roles.
✨Demonstrate Communication Skills
Since excellent communication is key for this position, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so think about how you can simplify these for clients.
✨Highlight Team Collaboration
This role involves working alongside experienced Financial Planners, so be ready to share examples of how you've successfully collaborated in a team setting. Discuss any specific projects where teamwork led to positive outcomes.
✨Prepare Questions About Company Culture
The company values a supportive and values-driven environment, so prepare thoughtful questions about their culture and professional development opportunities. This shows your genuine interest in being part of their team.
