Associate Financial Planner - London Hybrid - Salary up to £65k + bonus (US)

Support a Top-Billing Director Shape the Future of Wealth Planning

Are you ready to elevate your career in financial planning by working alongside one of the industry's most dynamic and high-performing directors? This is a rare opportunity to join a fast-paced, client-centric environment where your technical expertise, strategic thinking, and relationship-building skills will be put to powerful use.

The Role

As Associate Planner, you'll be the director's right hand-immersed in high-value client relationships, complex planning scenarios, and cutting-edge investment strategies. You'll play a pivotal role in delivering exceptional advice, crafting bespoke financial plans, and ensuring every client interaction is seamless, insightful, and impactful.

Key Responsibilities

• Collaborate closely with the director to analyse client needs and identify planning opportunities
• Attend client meetings, prepare documentation, and follow up with precision
• Draft clear, compliant suitability reports across pensions, investments, retirement, IHT, and alternative assets
• Liaise with internal teams to ensure flawless execution of advice
• Act as a trusted secondary contact for clients, building long-term relationships
• Stay ahead of industry trends and contribute to the evolution of the planning proposition

What You'll Bring

• Strong technical knowledge across a broad range of financial products
• Excellent written and verbal communication skills
• A proactive mindset with a passion for problem-solving
• Experience with tools like Xplan, Voyant, and FE Analytics
• A keen eye for detail and the ability to manage multiple priorities
• A collaborative spirit and a hunger to grow

Why This Role?

• Work directly with one of the top-performing directors in the UK
• Exposure to UHNW clients and sophisticated planning strategies
• A culture that values innovation, integrity, and personal development
• Opportunities to attend technical seminars and shape best practices
• A clear path for progression within a high-performing team

This isn't just another paraplanning role-it's a launchpad for your future in financial advice. If you're ready to make an impact and grow at pace, we'd love to hear from you.

Please send your CV to Ursula Sloan at Financial Divisions