Job Description

Associate Wealth Planner

An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners.

The Role

• Provide advice on less complex matters.

• Work closely with a senior Planner to build and maintain strong client relationships.

• Undertake paraplanning tasks including research, cash-flow modelling, and drafting suitability reports.

• Support administration processes such as onboarding, valuations, and client servicing.

• Ensure all advice and activity meets compliance and regulatory requirements.

• Develop technical knowledge, client-facing skills, and a sales mindset to support long-term career progression.

About You

• Minimum Level 4 qualified (CII Diploma or equivalent).

• Ambitious to achieve Chartered status.

• Previous paraplanning experience with strong technical knowledge.

• Strong communication, organisational, and relationship-building skills.

• Proficient in Word, Excel, PowerPoint; knowledge of XPlan desirable.

• Professional, detail-focused, and proactive with a collaborative approach.

Whats on Offer

• A structured pathway to Chartered status.

• Opportunity to gain hands-on planning experience alongside senior advisers.

• Exposure to both technical and client-facing responsibilities.

• Supportive, professional culture with excellent long-term progression.