Associate financial planner | berkshire

A well-established wealth management firm is looking to appoint an Associate Financial Planner within its Berkshire office.

This role would suit either a Level 4 qualified Paraplanner looking to move into advice or a junior Financial Adviser seeking a supportive environment to continue developing their career.

The successful individual will work with an existing client bank and, following the firm's internal sign-off process, will begin advising clients and conducting review meetings. The focus is initially on servicing existing clients, with the opportunity to progress into a full Financial Planner position over time.

The business offers a clear career path, strong support infrastructure and excellent long-term progression opportunities.

The role:

• Advising and servicing an existing client base
• Conducting client review meetings
• Preparing and presenting suitable recommendations
• Working alongside experienced Financial Planners and support staff
• Progressing towards a Financial Planner role

Requirements:

• Level 4 Diploma qualified (or close to completion)
• Experience within financial planning, paraplanning or wealth management
• Strong communication and interpersonal skills
• Desire to build a long-term career in financial planning

Package:

• Salary up to £55,000
• Discretionary bonus
• Full benefits package
• Structured progression and development support

This is an excellent opportunity for someone looking to take the next step into advice with a highly regarded wealth management business.