financial planner Work, Jobs in sevenoaks tn15 (with Salaries)

Associate Financial Planner
Moore Kingston Smith —London
- £42,000 - £47,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Financial Planning Associate - London
Atomos —London
- Hybrid work
- Microsoft Excel
TRAINEE PARAPLANNER
PPSL —Reigate
- £30,000 - £40,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
Quick apply
2d
Wealth Planner - Wealth Management
Barclays —London
Paraplanner
Menzies LLP —London
- Full-time
- English
Wealth Planner
Barclays —London
- CRM software
- Financial services
- Communication skills
1d
Senior Financial Planner
WTW —Reigate
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
14d
IFA Administrator - Exclusive to Taylor James
Taylor James Professional Recruitment —London
- £35,000 - £45,000 a year
13d
Client Servicing Assistant
Financial Lifestyle Management —London
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
7d
Paraplanner
TrinityBridge —Gatwick Airport
- IT
- Communication skills
9d
Financial Planner - Associate Director
Forvis Mazars —London
- Full-time
- Hybrid work
- Tax experience
- Annual leave
- Employee discount
Paraplanner
AAB —Crawley
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
6d
Senior Wealth Planner - Wealth Management
Barclays —London
- Financial services
- Negotiation
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Communication skills
12d
Financial Planning Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
IFA Administrator
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Client Relationship Support
AAB —Crawley
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
2d
Paraplanner FTC 12 month Maternity Cover
Schroders —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel

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Associate Financial Planner

Moore Kingston Smith
London

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Job details

Permanent | Full-time
£42,000 - £47,500 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Financial planning
Microsoft Excel
Microsoft Office
Project management
Organisational skills
IT
Communication skills
Tax experience
Certificate in Insurance

Full job description

Description

We are a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). Our chartered status reflects our commitment to a client‑first approach, ethical practice and continuous professional development. We provide holistic financial planning advice across wealth management, family protection, retirement planning and property finance.

As an Associate Financial Planner, you will work closely with experienced Chartered Financial Planners to support the delivery of high‑quality financial planning and wealth management advice to high net worth individuals, trustees, charities and corporate clients. The role combines a strong paraplanning focus with associate‑level responsibilities, including increasing exposure to client relationships, technical planning and service delivery.

This role is well suited to an individual with paraplanning experience who is looking to broaden their responsibilities and progress towards an advisory position. In conjunction with the Chartered Financial Planner, you will support client account ownership, including more complex and higher value client relationships. We offer clear routes for progression and will support you in your journey towards becoming a Chartered Financial Planner, including support with professional exams.

Key Responsibilities

The full description is attached to this job posting. Responsibilities include:

Support Chartered Financial Planners in delivering high‑quality, holistic financial planning advice to a portfolio of clients
Undertake technical financial planning research and analysis, including cashflow modelling and suitability reporting
Assist with the preparation of recommendations, annual reviews and ongoing client servicing
Support client onboarding, including fact finds, analysis, documentation and engagement letters
Build and develop strong relationships with clients, contributing to trusted adviser status over time
Attend client meetings and annual reviews where appropriate, increasing exposure to client relationships
Assist with proposals, fee discussions and engagement management, in line with firm procedures
Support business development activity, including prospect meetings, presentations and cross‑selling opportunities
Collaborate closely with advisers, client service teams and wider colleagues to deliver an excellent client experience
Ensure all work meets regulatory, compliance and quality standards

Skills, Knowledge and Expertise

Must hold appropriate regulatory qualification at QCF Level 4 (ie Diploma in Financial Planning).
Commitment to achieving Chartered Financial Planner status.
Experience within a paraplanning role.
Demonstrable technical knowledge of financial planning processes, including products, funds, pensions, markets, appropriate financial instruments.
Strong understanding of regulatory requirements and restrictions relating to regulated and non‑regulated activities, including the appropriate application of these requirements to clients and authorisation boundaries.
Ability to articulate and agree appropriate fees with clients, ensuring clients fully understand what they are paying for.
Proven project management capability and experience.
IT literate – Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/databases
Commercial awareness and willingness to learn, demonstrated through relevant industry exams, CPD, and an ongoing understanding of industry, market and regulatory developments.
Excellent organisational skills, with the ability to manage multiple tasks, work to tight deadlines and prioritise effectively.
Ability to adapt, work under pressure, solve problems and develop practical, workable solutions.
High level of accuracy and attention to detail across all areas of work, with the ability to produce high‑quality, well‑structured documentation.
Strong commitment to delivering fair client outcomes and ensuring that customers are treated fairly at all times.
Service and sales orientated, delivering outstanding customer service, translating client needs into engagements, demonstrating commercial awareness, and developing and maintaining strong internal and external client relationships.
Strong verbal and written communication and presentation skills at all levels, both internally and externally.

Plus, any additional duties and responsibilities that may reasonably be expected to be undertaken in accordance with the role.

About Moore Kingston Smith

At Moore Kingston Smith, we believe in the potential of people to make a positive impact, fuelled by the power of genuine understanding.

Working with small, medium and large clients, we are a multi-disciplinary advisory, tax and audit firm with expertise across multiple sectors, uniquely positioned to help people realise their ambitions.

Our London and regional teams deliver quality results locally and nationally, and worldwide alongside the Moore Global network.

Through respect, collaboration and active listening, understanding is at the heart of everything we do with our clients, colleagues and communities. We value people and projects that promote positive change for the future.

Come and join us to make a difference.

Quick apply

Refine Your Search

financial planner jobs in sevenoaks tn15

Associate Financial Planner

Financial Planning Associate - London

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Wealth Planner - Wealth Management

Paraplanner

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Senior Financial Planner

IFA Administrator - Exclusive to Taylor James

Client Servicing Assistant

Paraplanner

Financial Planner - Associate Director

Paraplanner

Senior Wealth Planner - Wealth Management

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Financial Planning Client Administrator

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Paraplanner FTC 12 month Maternity Cover

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