Associate Financial Planner

2 weeks ago

The Royal Town of Sutton Coldfield, United Kingdom Brevere Group Full time

Are you a detail-driven financial professional ready to step up into a client-focused role where your technical expertise really counts? My client, a highly regarded Chartered Financial Planning firm, is looking for an Associate Financial Planner to join their award-winning team.This is more than paraplanning — you’ll be the technical lead within a planner “pod,” helping deliver exceptional client outcomes, crafting high-quality suitability reports, and translating complex advice into clear, confident client conversations.What you’ll do:Support Financial Planners with analysis, research, and technical recommendationsProduce compliant, client-friendly suitability reportsAttend client meetings as the technical expertEnsure all work meets the highest regulatory and governance standardsWhat you’ll bring:5+ years’ experience in a technical/paraplanning roleLevel 4 Diploma (Chartered or working towards preferred)Strong analytical, written, and communication skillsPassion for delivering first-class client serviceWhat’s on offer:Discretionary bonus & 3% employer pension contributionLife insurance (4x salary)25 days holiday + bank holidays & Christmas closureExam support and paid study leaveHyb...

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