Associate Financial PlannerLondon, Hybrid, Salary up to £65k

Are you passionate about helping people achieve financial clarity and long-term security? A well-established, ethically driven financial planning firm is seeking a talented Associate Financial Planner to join its dynamic team. This is a fantastic opportunity for someone who thrives in a collaborative environment, enjoys solving complex financial challenges, and wants to make a meaningful impact on clients' lives.

The Role

As an Associate Financial Planner, you'll play a key role in delivering high-quality financial advice and support. Working closely with experienced planners, you'll help shape client strategies and ensure their financial goals are met with precision and care.

Your responsibilities will include:

• Preparing for and attending client meetings, updating documentation, and coordinating follow-up actions
• Building strong client relationships as a trusted secondary point of contact
• Researching financial solutions and drafting clear, compliant suitability letters
• Supporting the implementation of advice and assisting with cashflow presentations
• Maintaining accurate records and contributing to process improvements
• Sharing technical insights and staying up to date with industry developments

What You'll Bring

We're looking for someone who is:

• Passionate about financial planning and client service
• Skilled in communicating advice clearly and concisely
• Proficient in tools such as Xplan, Voyant, FE Analytics, and MS Office
• Detail-oriented, focused, and eager to learn
• A team player with a positive, solution-focused attitude
• Knowledgeable across a broad range of financial products and advice areas
• Committed to ethical standards and professional development

What's on Offer

• A supportive and inclusive team culture
• Opportunities for career progression and continuous learning
• Hybrid working arrangements
• Access to technical seminars and industry events
• The chance to make a real difference in clients' lives

If you're ready to take the next step in your financial planning career and contribute to a firm that values integrity, innovation, and impact-we'd love to hear from you.

Email to Ursula at Financial Divisions.