Overview
We are seeking a talented Financial Planning Associate to join a growing financial planning team. This is a client-facing support role working closely with financial planners to deliver high-quality advice, write suitability reports, and ensure smooth implementation of recommendations. The role offers excellent exposure, technical development, and career progression.
Core Responsibilities
* Support financial planners by analysing client situations, identifying planning opportunities, and suggesting next steps.
* Prepare for and attend client meetings, updating fact finds, writing meeting notes, and coordinating follow-up actions.
* Build strong client relationships as a secondary point of contact.
* Research financial solutions to meet client needs.
* Draft clear, compliant suitability reports across pensions, investments, retirement income, inheritance tax, and alternative investments (VCTs/EISs).
* Collaborate with administrators to ensure accurate implementation of advice.
* Support cashflow modelling and client presentations.
* Maintain records and research on Xplan, ensuring accuracy and compliance.
* Contribute to improving financial planning processes and team best practice.
* Act as a technical resource for colleagues and attend technical seminars to stay up to date.
* Minimum of 3+ years’ experience in paraplanning or financial planning support.
* Strong understanding of financial planning products and regulations.
* Excellent report-writing skills with the ability to simplify complex advice.
* Strong attention to detail, organisational skills, and accuracy.
* Confident communicator with excellent verbal and written skills.
* Proficiency in Xplan, Voyant, FE Analytics, and MS Office (or similar systems).
* Positive, proactive, and solutions-driven attitude.
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