Associate Planner - London Hybrid - Salary up to £67k + discretionary bonus (US)

We're looking for a driven Associate Financial Planner to work directly with a Director/Adviser managing a portfolio of Ultra High Net Worth (UHNW) clients. This is a genuine opportunity to progress into an Adviser role, with hands-on experience and mentorship every step of the way.

What you'll be doing:

• Attending client meetings and playing a key role in the advice process
• Constructing tailored advice recommendations and presenting cashflow modelling using Voyant
• Working on complex cases including investments, pensions, estate and tax planning, EISs and VCTs
• Building strong relationships with internal and external stakeholders
• Supporting clients to achieve their long-term financial goals

What we're looking for:

• A passionate and detail-oriented professional with a strong foundation in financial planning
• Someone eager to grow into an Adviser role and thrive in a collaborative, client-centric environment
• Experience with Voyant and exposure to UHNW clients is a plus

Why join? Not your average IFA. A boutique, independent, and deeply committed to doing what's right for clients. You'll be part of a team that values integrity, innovation, and personal development.

Ready to accelerate your journey to becoming an Adviser?

Let's talk. Apply today or reach out for a confidential conversation.