Financial Planning Associate

Financial Planning AssociateCity of London, 2 days a week post-probation£55,000 - £60,000 Benefits: Private Medical Insurance Discretionary annual bonus Hybrid working after probation (2 days per week in the office) Up to 30 days of annual leave Flexible working hours Company events We’re working with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility.Due to continued growth, they are looking for a driven and detail-oriented Financial Planning Associate professional to join their collaborative team. Why Join This Business Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market Certified B Corp, demonstrating genuine social and environmental accountability Full exam support after successful probation Supportive career pathway Key Responsibilities: Attending most client meetings, and regular relationship building with clients Assist with cashflow presentations Working closely with the Adviser to analyse a client’s situation and suggest next steps and financial planning opportunities Conduct fact finds, produce meeting notes and coordinate with Administrators Conducting research and analysis to support the development of suitable financial strategies Producing suitability letters/reports Be a technical point of contact Requirements: Experience as a Paraplanner or Trainee Financial Adviser, and the ability to articulate recommendations/advice to clients Experience in a client-facing role, and having sat in client meetings on a regular basis Level 4 qualification is mandatory, working towards Chartered is desirable Experience with a range of software and technology, including Voyant, FE Analytics Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support, Trainee Adviser

Location: London, South East England, GB

Posted Date: 7/16/2025