Trainee Financial Advisor/ Financial Planner

Associate Financial Planner

Annual Salary: £45000 to £53000 Location: London Job Type: Full-time

This is an excellent chance to join a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). As an Associate Financial Planner, you will support the delivery of high-quality financial planning and wealth management advice to high-net-worth individuals, trustees, charities, and corporate clients. This role is ideal for individuals with paraplanning experience looking to expand their responsibilities and progress towards an advisory position.

Day-to-day of the role:

• Collaborate with Chartered Financial Planners to manage complex and higher value client relationships.
• Conduct detailed research and technical analysis to support advice given by financial planners.
• Prepare cash flow forecasts and complex financial planning calculations.
• Write technically correct suitability reports in accordance with agreed recommendations and compliance requirements.
• Provide ongoing client servicing, including preparing for and attending annual review meetings.
• Support new client onboarding processes and manage client engagement documentation.
• Develop and maintain strong relationships with new and existing clients, aiming to become their trusted adviser.
• Support business development activities, including attending prospect meetings and preparing presentations.

Required Skills & Qualifications:

• Must hold a regulatory qualification at QCF Level 4, e.g., Diploma in Financial Planning.
• Commitment to achieving Chartered Financial Planner status.
• Experience in a paraplanning role with demonstrable technical knowledge of financial planning processes.
• Strong understanding of regulatory requirements and restrictions.
• Proven project management capabilities and IT literacy, particularly with Microsoft Office and relevant financial planning software.
• Excellent organisational skills, with the ability to manage multiple tasks and work to tight deadlines.
• High level of accuracy and attention to detail.
• Strong verbal and written communication skills.

Benefits:

• Clear routes for progression towards Chartered Financial Planner status, including support with professional exams.
• Opportunity to work in a client-first, ethical practice environment that values continuous professional development.
• Competitive salary and benefits package.

To apply for the Associate Financial Planner position, please submit your CV to detailing your relevant experience and why you are interested in this role.