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Associate Financial Planner - London-Hybrid - Up to £65K + Discretionary Bonus + Excellent Benefits

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Job Description - Associate Financial Planner - London-Hybrid - Up to £65K + Discretionary Bonus + Excellent Benefits

Independent Chartered IFA

Join a highly respected independent chartered IFA firm as an Associate Financial Planner, supporting a senior adviser in delivering exceptional service to a portfolio of high-net-worth clients.

? The Role

  • Act as a key client-facing support, assisting with factfinding, cashflow modelling, and attending client meetings
  • Conduct in-depth market research and help formulate tailored financial planning recommendations
  • Collaborate closely with the adviser to ensure favourable client outcomes and a seamless journey
  • Play a pivotal role in helping clients achieve their financial goals and objectives

? About You

  • Diploma qualified (Level 4) in Financial Planning (essential)
  • Ideally working towards Chartered status
  • Strong technical background—perfect for a paraplanner ready to step into a more client-facing role
  • Passionate about building relationships and delivering holistic financial advice

?? What’s on Offer

  • Clear progression path to Adviser
  • Supportive, collaborative team culture
  • Hybrid working for better work-life balance
  • Competitive salary up to £65k, plus discretionary bonus and excellent benefits

Please contact Ursula at Financial Divisions

Original job Associate Financial Planner - London-Hybrid - Up to £65K + Discretionary Bonus + Excellent Benefits posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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