Associate Financial Planner (Remote - UK)


Company 

Antony George Recruitment

Location 

Kingston Upon Thames

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£40,000 - £50,000 Per Annum

Job Requirements/Description

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

Company 

Antony George Recruitment

Location 

Kingston Upon Thames

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£40,000 - £50,000 Per Annum

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