Associate Financial Planner

Location: Blackpool (hybrid working available after probation)

Salary: Up to 50000 DOE

An established and growing wealth management firm is looking for an ambitious individual to join their Financial Planning team as an Associate Financial Planner. This is a fantastic opportunity for someone looking to build a long-term career path towards becoming a fully qualified regulated Financial Planner working alongside experienced senior planners who will support your development every step of the way.

Youll gain hands-on exposure to both the client-facing and technical sides of financial planning from client onboarding and relationship management through to paraplanning research and report writing giving you a genuinely rounded grounding in the profession.

Client & Relationship Support

• Supporting planners workflows by coordinating central services and working collaboratively across the wider team
• Preparing and submitting client due diligence and new account documentation as part of the onboarding process
• Organising client meetings valuations and meeting packs and managing planners diaries
• Acting as a first point of contact for client queries escalating more complex matters where appropriate and adapting your approach for clients in vulnerable circumstances
• Managing client correspondence application forms and service agreements with a high standard of accuracy
• Maintaining accurate client records on the firms planning software
• Handling finance-related queries such as invoicing billing and commissions

Technical & Paraplanning Support

• Conducting research to support suitable recommendations based on client needs objectives and existing arrangements
• Carrying out calculations and cash-flow modelling to underpin recommendations
• Drafting clear fair and accurate suitability reports and client letters
• Preparing technical documents and research materials for client presentations
• Proactively flagging areas of potential future advice opportunities to planners

Your Own Development

• Working towards professional qualifications (see below) with full study support
• Building your commercial and relationship-building skills including networking with professional introducers
• Getting involved in wider business projects aimed at improving processes and service delivery
• Learning the fundamentals of pipeline management and business development in preparation for a future advisory career

• A 2:1 degree or above (any discipline)
• Willingness to work towards the Level 4 Diploma in Regulated Financial Planning with a longer-term commitment to Advanced Diploma / Chartered status
• Comfortable using Word Excel and PowerPoint; experience with financial planning software is a bonus but not essential full training given
• Strong numerical ability and excellent attention to detail
• A confident professional communicator who can build rapport with clients and colleagues alike
• Well organised resilient and comfortable managing multiple priorities to deadlines
• A proactive flexible attitude with a genuine interest in a long-term career in financial planning

• Structured progression pathway towards a regulated Financial Planner role
• Full study support towards industry qualifications
• Mentoring from experienced senior planners
• Exposure to both technical paraplanning and client relationship management
• A collaborative professional working environment with genuine long-term career prospects