Associate Wealth Planner
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Associate Wealth Planner
An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning paraplanning and client service giving you exposure to all areas of wealth management while supporting senior Planners.
The Role
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Provide advice on less complex matters.
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Work closely with a senior Planner to build and maintain strong client relationships.
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Undertake paraplanning tasks including research cash-flow modelling and drafting suitability reports.
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Support administration processes such as onboarding valuations and client servicing.
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Ensure all advice and activity meets compliance and regulatory requirements.
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Develop technical knowledge client-facing skills and a sales mindset to support long-term career progression.
About You
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Minimum Level 4 qualified (CII Diploma or equivalent).
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Ambitious to achieve Chartered status.
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Previous paraplanning experience with strong technical knowledge.
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Strong communication organisational and relationship-building skills.
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Proficient in Word Excel PowerPoint; knowledge of XPlan desirable.
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Professional detail-focused and proactive with a collaborative approach.
Whats on Offer
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A structured pathway to Chartered status.
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Opportunity to gain hands-on planning experience alongside senior advisers.
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Exposure to both technical and client-facing responsibilities.
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Supportive professional culture with excellent long-term progression.
Key Skills
- GIS
- JAWS
- Military Experience
- Business Management
- Emergency Management
- Joint Operations
- Production Planning
- Relationship Management
- Strategic Planning
- ERP Systems
- Exercise Planning
- MRP
