Trainee Financial Advisor

Associate Financial Planner

Join our team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). We are committed to a client-first approach, ethical practice, and continuous professional development. We are looking for an Associate Financial Planner to work closely with experienced Chartered Financial Planners to deliver high-quality financial planning and wealth management advice to high-net-worth individuals and other clients.

Day-to-day of the role:

• Collaborate with Chartered Financial Planners to support complex and higher value client relationships.
• Conduct detailed research and technical analysis to support advice given by financial planners.
• Prepare cash flow forecasts and complex financial planning calculations.
• Write suitability reports ensuring compliance, technical correctness, and quality.
• Provide technical support and qualified knowledge to the financial planning team.
• Manage client onboarding, engagement, and ongoing servicing including annual reviews.
• Support business development activities and the profitable growth of the business.

Required Skills & Qualifications:

• Must hold appropriate regulatory qualification at QCF Level 4 (e.g., 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, and markets.
• Strong understanding of regulatory requirements and restrictions.
• Proven project management capability and experience.
• IT literate - proficient in Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/databases.
• Excellent organisational skills, with the ability to manage multiple tasks and work to tight deadlines.
• High level of accuracy and attention to detail.
• Strong verbal and written communication and presentation skills.

Benefits:

• Clear routes for progression towards becoming a Chartered Financial Planner, including support with professional exams.
• Opportunity to work in a supportive and professional environment that values continuous learning and development.
• Competitive salary and benefits package.