Financial Planning Associate

4 weeks ago


Portsmouth, Portsmouth, United Kingdom enable recruitment | B Corp™ Full time
Position Overview

We are collaborating with a distinguished and client-oriented Independent Financial Advisory (IFA) firm, committed to delivering customized financial guidance and solutions. This position is ideal for a seasoned Financial Planning Associate seeking greater responsibility and fulfillment in their role, as this organization prioritizes both client satisfaction and a positive workplace culture.

Our client is in search of a passionate and dedicated Financial Planning Associate to join their expanding team. In this pivotal role, you will provide essential support to Financial Advisers and fellow Associates, contributing significantly during a dynamic growth phase for the firm, reflecting the collective effort and commitment of the entire team.

Key Responsibilities:

  • Collaborate closely with financial advisers to collect and analyze client information.
  • Draft comprehensive and compliant suitability reports and recommendations.
  • Perform thorough research and evaluation of financial products and services.
  • Assist in organizing client meetings and ensure follow-up on any subsequent actions.
  • Offer technical assistance to financial advisers on various financial planning issues.

Qualifications Required:

  • Diploma in Financial Planning (or equivalent) or actively pursuing it.
  • Demonstrated experience in a paraplanning capacity within an IFA environment is mandatory.
  • In-depth understanding of financial products, investment strategies, and tax considerations.
  • Exceptional analytical abilities and meticulous attention to detail.
  • Proficient in utilizing financial planning software.
  • Strong written and verbal communication skills.

What We Offer:

  • Competitive salary up to £40,000, commensurate with experience and qualifications.
  • Opportunities for professional development and training.
  • A supportive and collaborative workplace atmosphere.
  • Employee discount programs.
  • Career advancement opportunities within the firm, whether towards advisory roles or management, based on your career aspirations.
  • Social events such as summer and holiday parties.
  • Flexible working hours to promote a healthy work-life balance.
  • 25 days of annual leave plus public holidays.
  • Options to buy and sell holiday days.
  • Healthcare benefits.

Next Steps:

If you possess the necessary qualifications for this position, we encourage you to consider this opportunity further.



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