Financial planning associate Work, Jobs in London Ec1a (with Salaries)

Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
9d
Financial Planning Associate - London
Atomos —London
- Hybrid work
- Microsoft Excel
Financial Planning and Analysis (FP&A) Associate
Savannah Energy —Victoria
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Paraplanner
Sedulo —London
- £40,000 - £55,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Analysis skills
- Organisational skills
- Work from home
- Flexible schedule
Quick apply
12d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Corporate Treasury, Liquidity Planning & Coverage - Associate
Morgan Stanley —London
- Full-time
- Microsoft Office
- Communication skills
Associate Banker
Citi —London
- Full-time
- Data analysis skills
- Bachelor's degree
- No degree
2d
Associate/Price Reporter for EMEA Light Ends - Oil Markets
S&P Global —London
- Microsoft Excel
- Analysis skills
- Maths
- Annual leave
- Employee discount
12d
Treasury Associate
Moneybox —London
- Hybrid work
- Analysis skills
- Bachelor's degree
Category Management Associate
Wayfair —London
- £33,000 - £46,000 a year
- Full-time
- Hybrid work
- English
- Master's degree
- Bachelor's degree
- Work from home
- Employee discount
Talent Acquisition Associate
Savills IM —London
- Analysis skills
Operations Associate
Alaro —London
- Full-time
- Remote
- Heavy lifting
- No degree
Quick apply
14d
Graduate Associate - Wealth Management
Skybound Wealth Management —London
- From £30,000 a year
- Salesforce
- Business development
- Bachelor's degree
Associate, UK Insurance
ABN AMRO —London
- Travel
- Organisational skills
- Financial services
7d
Project Coordinator
Longdan Supermaket —London
- £25,000 - £35,000 a year
- Full-time
- PMP
- Engineering
- Maintenance
- Employee discount
- Flexible schedule
Quick apply
4d
Analyst, Human Capital & Skills, Energy
European Bank for Reconstruction and Development —London
- Microsoft Excel
- Data analysis skills
- English
8d
Product Associate - Direct Lending
Apollo —London
- Full-time
- Business development
- Analysis skills
Associate Planner
Lululemon —London
- Full-time
- Microsoft Excel
- Sales
- Merchandising
3d
Administrative Assistant, London
Bank of America —London
- Overtime
- Microsoft Powerpoint
- Microsoft Outlook
- Administrative experience
- Employee assistance programme
2d
Client Services Associate
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office

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Financial Planning Associate

Atomos -
London

Apply Now

Job details

9 days ago

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Microsoft Excel
Organisational skills
Communication skills
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 a senior Financial Planner with a substantial and fast‑growing client base, gaining exposure to high‑net‑worth clients and complex planning scenarios.

Over an expected two to three year development period, you will be mentored and coached directly by the adviser. 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

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