Financial Planning Associate

Are you a skilled Financial Planning Associate on the lookout for your next career move Join a dynamic financial planning firm where exceptional service meets genuine career development in a supportive values-driven environment.

What Makes This Role Special
This isnt just another financial planning position. Youll be joining a forward-thinking financial planning business thats reimagined what modern wealth management looks like. Our unique approach to Life Landscaping goes beyond traditional financial advice focusing on enriching lives through meaningful client relationships and comprehensive planning strategies.


Your Responsibilities Will Include:
Working alongside experienced Financial Planners to deliver outstanding client outcomes through detailed research analysis and report preparation. Youll identify planning opportunities prepare comprehensive suitability reports conduct thorough fund research using FE Analytics and maintain robust due diligence processes. Documentation compliance and team development are also key aspects of this varied role.


What Were Looking For:

• We need someone with at least two years of financial planning support experience within an IFA environment ideally holding DipPFS or equivalent Level 4 qualifications.
• You should have broad product knowledge excellent communication abilities and strong collaborative skills.
• Experience with IFA systems and a commitment to service excellence are essential alongside personal qualities of adaptability enthusiasm and integrity.

Why Choose This Opportunity
Beyond the competitive salary youll enjoy 31 days annual leave (including bank holidays) comprehensive benefits including income protection life assurance Employee Assistance Programme wellness support and financial wellbeing resources. Most importantly youll work within a culture that genuinely values your contribution and supports your professional growth.

Salary: Up to 35000
Location: Newcastle-under-Lyme
Hours: Full-time (35 hours weekly)


Ready to Apply
Please ensure your CV clearly demonstrates your relevant experience and achievements. Only candidates meeting our criteria will be contacted for interview.