Financial planning associate Work, Jobs in Titchfield Common, Ham (with Salaries)

Financial Planning Associate - Fareham
Atomos —Fareham
- Hybrid work
- CRM software
- Organisational skills
- AI
8d
Platform Support Associate
Saltus —Fareham
- £32,000 - £35,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Financial services
- Time management
Quick apply
7d
Financial Planner
The Progeny Group Limited —Fareham
- Full-time
- Remote
- Employee assistance programme
- Referral programme
Quick apply
Pensions Administrator
XPS Pensions Group —Portsmouth
- Full-time
- Hybrid work
- Microsoft Word
- Maths
- Organisational skills
- Employee discount
- Referral programme
LEGAL ASSISTANT – PRIVATE CLIENT TEAM (Administration)
Scott Bailey LLP —Lymington
- Up to £27,000 a year
- Full-time
- Organisational skills
- Typing
- In-person
- Free parking
- Annual leave
Quick apply
Associate Surveyor - Valuation
Vail Williams —Southampton
- Full-time
- Hybrid work
- Analysis skills
- Leadership
- Communication skills
Quick apply
Associate Solicitor - Public Law & Human Rights
Irwin Mitchell —Southampton
- Analysis skills
- Organisational skills
Audit Senior
Azets —Portsmouth
- Full-time
- Mentoring
- Annual leave
- Referral programme
Quick apply
Dietetic Assistant
Elysium Healthcare —Waterlooville
- £25,565 a year
- Full-time
- Patient care
- School
- Free parking
- Annual leave
Quick apply
9d
Audit School or College Leaver, Portsmouth, ASAP Start
Azets —Portsmouth
- Full-time
- Hybrid work
- Master's degree
- School
- Employee assistance programme
- Employee discount
Quick apply
9d
Quantity Surveyor
Walker & Sloan —Winchester
- Organisational skills
- Contracts
- Communication skills
Store Supervisor- Portsmouth
ASICS —Portsmouth
- Weekend availability
- Merchandising
- English
- Maths
Family Associate / Partner
Thrings —Romsey
- Hybrid work
- Business development
- Team management
- Communication skills
- Life insurance
Associate / Senior Associate, Civil Engineering
Ridge & Partners LLP —Winchester
- Full-time
- Civil engineering
- Engineering
- Business development
Principal Ecologist
Coombes UK —Petersfield
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Mentoring
- Training & development
- Employee assistance programme
- Employee discount
Quick apply

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Platform Support Associate
Saltus —Fareham
Effectively carry out processing requests from our customers. Build excellent relationships with our customers – internal and external.
£32,000 - £35,000 a year
Quick apply
7d
Public Policy Advisor - Associate
ExxonMobil —Fawley
Build and maintain strong relationships with local journalists, editors, and media outlets; act as a primary point of contact for local and national media…

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Financial Planning Associate - Fareham

Atomos -
Fareham

Apply Now

Job details

8 days ago

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Pension
Client engagement
Suitability report preparation
Stakeholder liaison
Financial report writing
Lead generation
Internal department liaison
Organisational skills
Relationship management
Networking
AI
Communication skills
Business lead generation
Certificate in Insurance

Full job description

Career
You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial Planner within a growing, ambitious firm.

About the role
This role is centred around client relationship management and adviser development. You will work closely with the Head of Office, gaining exposure to high‑net‑worth clients and complex planning scenarios.

Over an expected 2+ years' development period, you will be mentored and coached directly by the Head of Office and Financial Planners. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.

Accountabilities

Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
Review existing financial plans to ensure they continue to meet client needs.
Write financial planning reports as part of the onboarding process.
Review suitability reports and provide technical input for client meetings.
Prepare detailed cashflow reports.
Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
Support occasional suitability report writing during peak periods.
Attend networking events and begin building your professional profile.
Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.

This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.

Skills and Experience

Level 4 qualified (through CII) in Financial Planning.
Strong understanding of financial planning processes and client service.
Technical capability across pensions, tax, cashflow modelling, and financial planning research.
Excellent communication skills and confidence engaging with clients.
Strong organisational skills and the ability to manage multiple priorities.
Experience with CRM systems (we use Xplan) and strong Excel skills.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

Refine Your Search

financial planning associate jobs in titchfield common, ham

Financial Planning Associate - Fareham

Platform Support Associate

Financial Planner

Pensions Administrator

LEGAL ASSISTANT – PRIVATE CLIENT TEAM (Administration)

Associate Surveyor - Valuation

Associate Solicitor - Public Law & Human Rights

Audit Senior

Dietetic Assistant

Audit School or College Leaver, Portsmouth, ASAP Start

Quantity Surveyor

Store Supervisor- Portsmouth

Family Associate / Partner

Associate / Senior Associate, Civil Engineering

Principal Ecologist

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