Are you driven by detail and passionate about helping people achieve financial security? We’re looking for a proactive Financial Planning Associate to join our clients energetic Horsham team. Working alongside five talented consultants, you’ll play a vital role in shaping smart, tailored financial strategies while ensuring clients receive the highest level of service. What You’ll Do * Collaborate with advisors to design innovative financial strategies and investment reports. * Dive deep into client financials—assets, investments, income, and protection plans—to build clear, future-focused insights. * Create financial forecasts, retirement plans, and risk assessments. * Research and evaluate financial products to back up advisor recommendations. * Keep everything compliant, accurate, and up to date within our CRM systems. * Be the backbone of advisor operations, ensuring smooth, efficient delivery to clients. What You Bring * A solid background in financial advisory or wealth management. * Broad knowledge of financial products and planning approaches. * A sharp analytical mind with meticulous attention to detail. * Clear, confident communication skills—both written and spoken. * The ability to balance multiple projects with a calm, organised approach. Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to t...