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Associate Financial Planner

RGH‑Global Limited
Blackpool

Apply Now

Job details

Permanent | Full-time
Up to £50,000 a year
17 hours ago

Qualifications

Microsoft Powerpoint
Financial planning
Report writing
Meeting coordination
Report generation
Client engagement
Suitability report preparation
Technical writing
Client onboarding compliance checks

Full job description

Associate Financial Planner

Location: Blackpool (hybrid working available after probation)

Salary: Up to £50,000 DOE

About the Opportunity

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.

You’ll 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.

What You’ll Be Doing

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 firm’s 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

What We’re Looking For

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

What’s on Offer

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

Apply Now

Refine Your Search

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