Financial Planning Associate

Financial Planning Associate
City of London, 2 days a week post-probation
£55,000 - £60,000

Benefits:

• Private Medical Insurance
• Discretionary annual bonus
• Hybrid working after probation (2 days per week in the office)
• Up to 30 days of annual leave
• Flexible working hours
• Company events

We’re working with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility.

Due to continued growth, they are looking for a driven and detail-oriented Financial Planning Associate professional to join their collaborative team.

Why Join This Business

• Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market
• Certified B Corp, demonstrating genuine social and environmental accountability
• Full exam support after successful probation
• Supportive career pathway

Key Responsibilities:

• Attending most client meetings, and regular relationship building with clients
• Assist with cashflow presentations
• Working closely with the Adviser to analyse a client’s situation and suggest next steps and financial planning opportunities
• Conduct fact finds, produce meeting notes and coordinate with Administrators
• Conducting research and analysis to support the development of suitable financial strategies
• Producing suitability letters/reports
• Be a technical point of contact

Requirements:

• Experience as a Paraplanner or Trainee Financial Adviser, and the ability to articulate recommendations/advice to clients
• Experience in a client-facing role, and having sat in client meetings on a regular basis
• Level 4 qualification is mandatory, working towards Chartered is desirable
• Experience with a range of software and technology, including Voyant, FE Analytics

Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support, Trainee Adviser