Associate Financial Planner
5 months ago
**Associate Financial Planner - Kent**
**About Attivo**:
Attivo are Independent Lifestyle Financial Planners.
We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.
Our experienced, highly qualified Financial Planners and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.
Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
**About the role**:
This is a unique and exciting role, working directly with a highly qualified and experienced Associate Director supporting their large HNW client bank. This role offers an exceptional opportunity to learn from one of the best in the industry.
As an Associate Financial Planner, you will provide high calibre, long term tax and lifestyle financial planning services to clients of Attivo, working directly with an Associate Director, supporting their client bank. Building strong, long term client relationships and ensuring clients’ needs are satisfied compliantly and efficiently and maximise new business opportunities and retain the group’s growing client base.
You will be an ambassador of Attivo, representing its core values and company behaviours, raising the profile of the business and the profession with internal and external stakeholders.
As a business, we fully support hybrid working and have both working from home and flexible working policies. You will have a base office (London) and can expect a mix of working from the office, working from home and travelling in and around the Kent area to meet clients.
**Key Responsibilities include**:
- Develop life plans with and for our clients, utilising cash flow modelling and SMART objectives.
- Providing the 'Attivo service' to our clients, which involves them feeling like they are our only client.
- Attend client meetings, initially alongside the Associate Director, supporting in the provision financial advice, and making recommendations to help clients achieve their financial planning requirements
- Ensure the compliance procedure is adhered to at all times to protect and safeguard the company by meeting the regulatory aspects of the role
- Develop product, technical and regulatory knowledge to keep up to date with latest financial regulations
- Provide full disclosure of compliant advice process and charges to the client
- Conduct in-depth reviews of clients’ financial circumstances and future aims
- Ensure recommendations are suitable for the client and are fully understood
- Adhere to AML requirements and deliver suitability reports within prescribed timescales
- Follow through with client and providers to ensure business completed in a timely manner
- Ensure all regulatory obligations are discharged fully during all engagements with client
- Support the business in responding to any complaints either being handled internally or by the Financial Ombudsman Services
- Maintain a high standard of file quality and compliance standards
- Maintain continuous professional development records and a comprehensive knowledge of pensions, investments and estate planning
- Proactively seeking and generating new partnerships with new clients
**About you**:
You will need to be a qualified Financial Planner, holding at least the Diploma in Regulated Financial Planning and working towards Chartered status. You will need to have experience in either a Paraplanning or Trainee Financial Planner role and be at a point in your career that you are ready to step in to an Advisor role. You may have recently moved into a certified role, but are looking for a role that offers exceptional support, development and mentorship to become an exceptional Lifestyle Financial Planner.
The existing client base is located in London, so you will need to live within a reasonable commuting distance from our London office.
You are an excellent communicator and able to influence others, acting as a financial coach, building trust with our high-net-worth clients. You are able to work with demanding objectives and prioritise your own workload.
**Essential skills and experience**
- A proven track record providing high levels of service and advice
- Qualified Financial Planner with the CII
- Paraplanner or Trainee Financial Planner experience
**Salary and benefits**
Up to £60,000 depending on experience, plus bonus and benefits.
Attivo also offers:
- Non-contributory Pe
-
Financial Planner Assistant
2 weeks ago
London Area, United Kingdom Financial Divisions Full timeParaplanner/Assistant Financial Planner OpportunityFinancial Divisions is seeking a talented Paraplanner/Assistant Financial Planner to join their team in the City of London. This is a fantastic opportunity for a professional looking to work for a leading name in the UK Wealth Management sector and secure a long-term career path.About the RoleAs a...
-
Financial Planner Assistant
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team in London. As a Paraplanner/Assistant Financial Planner, you will be responsible for preparing and writing high-quality reports, assisting with annual reviews, and accompanying Financial Planners to client meetings.Key ResponsibilitiesPrepare and write high-quality reports and assist...
-
Financial Planner Assistant
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team in London. As a Paraplanner/Assistant Financial Planner, you will be responsible for preparing and writing high-quality reports, assisting with annual reviews, and accompanying Financial Planners to client meetings.Key ResponsibilitiesPrepare and write high-quality reports and assist...
-
Financial Planner Assistant
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an excellent opportunity to progress towards paraplanning with study support on offer.Key Responsibilities:Processing new business and maintaining complianceManaging ongoing client review...
-
Financial Planner Assistant
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an excellent opportunity to progress towards paraplanning with study support on offer.Key Responsibilities:Processing new business and maintaining complianceManaging ongoing client review...
-
Financial Planner Assistant
1 week ago
London, Greater London, United Kingdom Financial Divisions Full timeJob OpportunityFinancial Divisions, a leading Wealth Manager, is seeking a skilled Paraplanner/Assistant Financial Planner to strengthen their team in London. This role offers a chance to work with a prestigious company, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Preparing high-quality...
-
Financial Planner Assistant
1 week ago
London Area, United Kingdom Financial Divisions Full timeParaplanning Role OverviewFinancial Divisions is seeking a skilled Paraplanner to strengthen their Paraplanning team in their London office. As a Paraplanner, you will be responsible for preparing high-quality reports, assisting with annual reviews, and accompanying Financial Planners to client meetings.Key ResponsibilitiesPreparing client-focused reports...
-
Associate City Planner
2 weeks ago
London, Greater London, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeWe are seeking a highly skilled Town Planner to join our team at The Planner Jobs Redactive Publishing Limited. As an Associate Director (Planning), you will be responsible for overseeing planning applications of all sizes, handling planning appeals, and representing clients in Local Plan submissions. You will also be involved in promoting sites,...
-
Financial Planner Assistant
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an exciting opportunity to work with a team of professionals in a vibrant and sociable environment.Key Responsibilities:Support the Financial Planning team with administrative tasks, including diary...
-
Financial Planner Assistant
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an exciting opportunity to work with a team of professionals in a vibrant and sociable environment.Key Responsibilities:Support the Financial Planning team with administrative tasks, including diary...
-
Financial Planner Assistant
3 weeks ago
London Area, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team in London, providing financial planning and investment management services to high net worth individuals.As a Paraplanner, you will be responsible for preparing and writing high-quality reports, assisting with annual reviews, and accompanying financial planners to client meetings.You...
-
Financial Planner Assistant
3 weeks ago
London Area, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team in London, providing financial planning and investment management services to high net worth individuals.As a Paraplanner, you will be responsible for preparing and writing high-quality reports, assisting with annual reviews, and accompanying financial planners to client meetings.You...
-
Financial Planner
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...
-
Financial Planner
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...
-
Financial Planner
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Advisers Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Quilter Financial Advisers. As a key member of our advisory business, you will play a crucial role in helping individuals achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet clients' objectivesAnalyse financial information...
-
Financial Planner
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Advisers Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Quilter Financial Advisers. As a key member of our advisory business, you will play a crucial role in helping individuals achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet clients' objectivesAnalyse financial information...
-
Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...
-
Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...
-
Financial Planning Associate
4 weeks ago
London, Greater London, United Kingdom Elmstone Financial Planning Full timeJob Title: Financial Planning AssociateWe are seeking a highly motivated and organized Financial Planning Associate to join our team at Elmstone Financial Planning. As a key member of our team, you will be responsible for providing exceptional support to our Financial Planners, ensuring seamless delivery of our financial services to clients.Key...
-
Financial Planning Associate
4 weeks ago
London, Greater London, United Kingdom Elmstone Financial Planning Full timeJob Title: Financial Planning AssociateWe are seeking a highly motivated and organized Financial Planning Associate to join our team at Elmstone Financial Planning. As a key member of our team, you will be responsible for providing exceptional support to our Financial Planners, ensuring seamless delivery of our financial services to clients.Key...