London
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