Associate financial planner - next in line to adviser - London-Hybrid - £60,000 + excellent benefits

A rare opportunity has opened up for a diploma-qualified associate financial planner to join one of the UK’s most forward-thinking, values-led financial planning firms. This central London-based firm is fully independent, highly ethical, and holds both Chartered status and B Corp accreditation — a combination that speaks volumes about their professionalism and purpose.

This role is ideal for someone currently working as a senior paraplanner or associate, who is confident with clients and technically strong, and now ready to take the next step into full advice.

The role

As an associate financial planner, you’ll be deeply involved in the advice process from day one — attending meetings, contributing to strategy, and working alongside highly qualified financial planners. You’ll support with technical research, cashflow forecasting, and complex planning including investments, retirement, inheritance tax and alternative tax-efficient investments.

Most importantly, this is a role with a clear, structured progression path. You’ll be next in line to move into a client-facing adviser role, with the guidance and mentorship to make that transition smooth and successful.

What you’ll need

• Diploma qualified (Level 4) as a minimum
• Ideally working toward Chartered status (or already Chartered)
• Strong experience as a paraplanner or associate in a financial planning firm
• Excellent technical knowledge and report writing skills
• Confidence in client meetings and strong communication skills
• A collaborative mindset and a genuine desire to deliver quality advice

What’s on offer

• £60,000 base salary
• Hybrid working - central London office plus remote flexibility
• A clear, supported route to becoming an adviser
• Work in a firm that blends ethical values with professional excellence
• In-house investment team and support from Chartered colleagues
• A highly collaborative, positive team culture

If you’re ready to step into an associate financial planner role with a business that will back your ambition and value your contribution, this is the perfect opportunity.

?? Apply now to Laura McKendry at Financial Divisions