Job Description
Financial Planning Associate
City of London, 2 days a week post-probation
£55,000 - £60,000
Benefits:
* Private Medical Insurance
* Discretionary annual bonus
* Hybrid working after probation (2 days per week in the office)
* Up to 30 days of annual leave
* Flexible working hours
* Company events
We’re working with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility.
Due to continued growth, they are looking for a driven and detail-oriented Financial Planning Associate professional to join their collaborative team.
Why Join This Business
* Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market
* Certified B Corp, demonstrating genuine social and environmental accountability
* Full exam support after successful probation
* Supportive career pathway
Key Responsibilities:
1. Attending most client meetings, and regular relationship buil...