Associate Financial Planner

Northleach Gloucestershire

Up to 50000 Fully Funded Diploma Structured Pathway to Becoming a Regulated Adviser

Salary: 3550k (depending on experience) plus bonus

Are you already working in financial planning or have you built a successful career elsewhere and feel ready for something more rewarding

Perhaps youve started your journey towards becoming a Financial Adviser or youve developed exceptional client relationship skills in another professional environment.

The opportunity

de Lisle Financial Planning is an established business that prides itself on building long-term relationships with clients delivering highly personal financial advice and taking a genuinely client-first approach.

Youll work closely with the Managing Director an experienced Chartered & Certified Financial Planner and the Practice Manager learning the profession from the ground up. This is a role built on substance as much as client contact youll get fully immersed in the administration research and planning process that underpins every piece of advice giving you a genuine practical understanding of how financial planning really works rather than just a surface-level view.

As your knowledge confidence and qualifications develop there is the opportunity to progressively take on greater responsibility for client relationships and planning work.

If youre looking for a long-term career rather than just your next job wed love to hear from you.

What youll be doing

Initially you will:

• Attend client meetings taking notes and building client relationships.
• Prepare meeting documentation and complete follow-up actions.
• Research financial planning solutions and product providers.
• Liaise with clients providers and professional connections.
• Work alongside outsourced technical paraplanners to help deliver excellent client outcomes.
• Support the ongoing administration and servicing of client relationships.

As your knowledge and confidence grow youll take on greater client-facing responsibility potentially including leading client meetings and over time holding responsibility for specific client relationships.

What were looking for

Wed like someone who genuinely enjoys helping others is highly organised and takes real pride in getting the details right.

Youll have:

• Excellent communication and interpersonal skills.
• A client servicing mindset.
• Strong organisational skills and a methodical detail-focused approach this role involves a genuine mix of administration and client contact.
• The ability to research information and follow through on agreed actions.
• A professional personable and caring approach.

Experience within financial services accountancy or another professional services environment would be advantageous but isnt essential.

Above all were looking for someone with a genuine client-first mindset who wants to build a long-term career in financial planning.

What youll receive

• Salary depending on experience plus bonus.
• Fully funded professional qualifications including the Diploma in Financial Planning.
• Ongoing mentoring from an experienced Chartered Financial Planner.
• A structured pathway towards becoming a regulated adviser.
• The opportunity to take on increasing client responsibility as your experience and qualifications develop.
• A supportive relationship-focused working environment.
• Long-term career progression within a respected independent financial planning firm.

A full role profile is on the de Lisle Financial Planning website to view now.

Apply now

Were partnering with Recruitment Rebellion Limited to recruit for this opportunity.

Only shortlisted candidates will be contacted. This vacancy may close early if a suitable applicant is identified.

We are committed to a fair and inclusive recruitment process. If you require any reasonable adjustments please let us know.