Associate Financial Planner (Remote – UK)
Strategic Wealth Partners | Kingston upon Thames
Why this role?
Strategic Wealth Partners is growing and we need another technically strong, client-first planner to help us deliver exceptional advice. You will work directly with our Managing Director, own the full advice process and have a clear path to become Lead Financial Planner. If you enjoy autonomy, flexibility and high professional standards, click Apply and let’s talk.
About Strategic Wealth Partners
* Boutique, CISI-Chartered financial-planning firm
* £60 million assets under management, 60+ client families nationwide
* Tech-enabled approach via our proprietary Strategic Wealth Portal
* Culture built on integrity, collaboration and long-term thinking
What you will do
* Prepare, attend and follow up on client meetings with the MD
* Build net-worth statements, cash-flow models and holistic financial plans
* Identify planning opportunities, perform calculations and craft recommendations
* Research products and investments, documenting due diligence and suitability
* Co-write compliant advice reports with our paraplanner
* Own file accuracy and compliance; coordinate smooth implementation
* Support onboarding, annual review prep and ongoing client relationships
What you bring
* Location: Based in the United Kingdom
* Experience: 3–10 years paraplanning with full case-management responsibility
* Relationships: experienced in dealing directly with clients, striving for excellence, always
* Qualifications: Level 4 Diploma (or near completion) and ambition for CFP status
* Remote discipline: Proven self-management and deadline delivery from home
* Skills: Highly organised, analytical, clear communicator, detail-focused, proactive
Our values
Say It Straight • Raise the Bar • Keep Our Word • Time Is Precious • In It Together • Think Long Term
Benefits
* Salary £40k–£50k (DOE) plus profit-share after probation
* 5 % matched employer pension
* 20days annual leave rising to 25 (plus bank holidays, Christmas closure and birthday day off)
* Group life insurance and health cash plan after probation
* Fully funded professional development and exams
* Quarterly in-person team days in Kingston or at industry events
Ready to join us?
Hit the Apply button on LinkedIn to share your CV