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Associate Financial Planner (Remote - UK)

icon building Company : Confidential
icon briefcase Job Type : Full Time
icon remote-alt Remote / Work from Home

Number of Applicants

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Job Description - Associate Financial Planner (Remote - UK)

Why this role?

The business 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 Us:

  • Boutique, CISI-Chartered financial-planning firm
  • £65 million assets under management, 60+ client families nationwide
  • Tech-enabled approach via our proprietary internal 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 six months
  • 5 % matched employer pension
  • 20 - 25 days annual leave (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

Original job Associate Financial Planner (Remote - UK) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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