Location: Blackpool (hybrid working available after probation)
Salary: Up to £50,000 DOE
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.
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
- 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
- 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
