The Role
This isn’t your typical support role. As Associate Financial Adviser, you’ll work directly with the Director, supporting and servicing a portfolio of valued clients — with the long-term goal of stepping into their shoes and taking that portfolio forward.
You’ll begin by shadowing and assisting:
preparing research, coordinating advice, and supporting client relationships. Over time, as your knowledge and confidence grow, you’ll take on more responsibility until you’re the one leading those relationships.
For someone ambitious, analytical, and client-focused, it’s a rare opportunity:
mentorship at the highest level with a clear succession pathway.
What You’ll Be Doing
* Partnering to deliver tailored financial planning solutions.
* Researching, analysing and preparing advice that genuinely helps clients.
* Staying ahead of product, technical and regulatory changes.
* Ensuring compliance and CPD requirements are met (properly, not grudgingly).
* Building long-term client trust with a view to managing the portfolio yourself.
What You’ll Need
* Level 4 Diploma in Financial Planning (or equivalent).
* A working knowledge of FCA rules and compliance.
* Communication skills that work just as well with spreadsheets as they do with people.
* Organisational skills sharp enough to keep pace with a busy Director.
* A commercial mindset balanced with genuine care for clients.
What You Might Not Like
* This is not a background role — client contact will become central.
* Compliance and CPD are part of daily life.
* The pace is brisk, and progression means being stretched.
* If you’re looking for “maintenance mode,” this isn’t it.
* This is a site-based role – if you’re looking for hybrid or remote, this isn’t it.
What’s on Offer
* Competitive salary
* Pension contributions up to 5%
* Benefits package that’s actually generous
* 35-hour week with early Friday finishes (yes, that means 4pm)
* 24 days holiday including 3 days at Christmas and your birthday off, plus bank holidays
* Regular team-building activities (the good kind, not the awkward kind)
What To Do Next
If you’re ready to grow into a trusted Financial Adviser role — with the mentoring, exposure, and succession pathway to get you there — then click APPLY now!