Financial planner Work, Jobs in West Wickham, Gtl (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
3d
Financial Planning Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- IT
- Communication skills
Quick apply
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
Financial Planning / Advice, Team Leader (Regulated Supervisor)
Stephen Bell Associates —London
- Call to connect
- IT
- Leadership
- Communication skills
1d
Senior Paraplanner
RGH‑Global Limited —London
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Communication skills
2d
Retirement focused Financial Planning Manager – Leading Wealth Manager
Stephen Bell Associates —London
- Call to connect
- IT
- Communication skills
Wealth Planner - Wealth Management
Barclays —London
Wealth Planner
Morris Jane Associates —London
- £90,000 a year
Financial Advisor - Life & Inheritance Tax
Howden Group Holdings —London
- Full-time
- Hybrid work
- Communication skills
- Life insurance
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 Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- IT
- Communication skills
Quick apply
Senior Wealth Planner - Wealth Management
Barclays —London
- Financial services
- Negotiation
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
11d
Wealth Adviser
Howden Group Holdings —London
- Full-time
- Hybrid work
- Supervising experience
- Mentoring
- Communication skills

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Associate Financial Planner

Moore Kingston Smith
London

Quick apply

Job details

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

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.

Benefits

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 west wickham, gtl

Associate Financial Planner

Financial Planning Client Administrator

Financial Planner - Surrey

Trainee/Junior Financial Planner

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Financial Planning / Advice, Team Leader (Regulated Supervisor)

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