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Financial Planning Associate
Job Posted: a day ago
Salary: £ 40,000 - 50,000 / Annum
Job Type: Permanent
Location: Horsham, West Sussex
Expire in: a month
Job Description
Are you driven by detail and passionate about helping people achieve financial security? We’re looking for a proactive Financial Planning Associate to join our clients energetic Horsham team. Working alongside five talented consultants, you’ll play a vital role in shaping smart, tailored financial strategies while ensuring clients receive the highest level of service.
What You’ll Do
* Collaborate with advisors to design innovative financial strategies and investment reports.
* Dive deep into client financials—assets, investments, income, and protection plans—to build clear, future-focused insights.
* Create financial forecasts, retirement plans, and risk assessments.
* Research and evaluate financial products to back up advisor recommendations.
* Keep everything compliant, accurate, and up to date within our CRM systems.
* Be the backbone of advisor operations, ensuring smooth, efficient delivery to clients.
What You Bring
* A solid background in financial advisory or wealth management.
* Broad knowledge of financial products and planning approaches.
* A sharp analytical mind with meticulous attention to detail.
* Clear, confident communication skills—both written and spoken.
* The ability to balance multiple projects with a calm, organised approach.
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