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Associate Financial Planner

Job Posted: 6 days ago

Salary: £ 45,000 - 60,000 / Annum
Job Type: Permanent
Location: SK9, Alderley Edge, Cheshire East

Expire in: 22 days

Job Description

Associate Financial Planner

Are you an experienced Paraplanner or Associate Financial Planner looking to take the next step in your career with a highly respected financial planning firm?

We're seeking a technically strong and client-focused Associate Financial Planner to join our growing team. This is an excellent opportunity to work closely with Financial Planners, helping deliver exceptional advice and outstanding client experiences.

In this role, you'll become a trusted partner to both advisers and clients, supporting the full financial planning process from meeting preparation through to implementation and ongoing client service. You'll be involved in cashflow modelling, technical research, report writing and maintaining meaningful client relationships between annual reviews.

What you'll be doing

  * Supporting Financial Planners with client meeting preparation and follow-up

  * Producing high-quality suitability reports and client communications

  * Maintaining accurate financial planning and cashflow modelling records

  * Attending client meetings and providing technical input where appropriate

  * Acting as a key point of contact for clients and professional connections

  * Identifying planning opportunities and helping deliver excellent client outcomes

What we're looking for

  * Experience in a paraplanning, associate planner or financial planning support role

  * Strong technical knowledge across pensions, investments and financial planning

  * Experience using cashflow modelling software, ideally Voyant

  * Excellent report-writing and communication skills

  * Strong attention to detail and organisational skills

  * Level 6 qualification, or working towards Chartered/Certified status, would be advantageous

Why join us?

You'll be joining a collaborative and professional team that is passionate about delivering life-changing financial planning. We offer a supportive environment where technical expertise is valued, professional development is encouraged and client outcomes are at the heart of everything we do.

If you're looking for a role where you can develop your planning expertise, build meaningful client relationships and play a key part in delivering exceptional financial planning, we'd love to hear from you

Before You Apply

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Bank details.
National Insurance number.
Date of birth.

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Looking for your next career move? Join a top company hiring Associate Financial Planner job near me in SK9, Alderley Edge, Cheshire East! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!