Associate Financial Planner

A fantastic opportunity has arisen for an ambitious Associate Financial Planner to join a highly respected, national wealth management firm, delivering personalised advice to a broad range of clients across the UK. With several billion pounds in assets under management and a reputation for client-first service, the firm is expanding its South West operation and is looking for a talented individual to step straight into a full advisory role.

This is a hands-on position from day one. The successful candidate will be fully responsible for providing advice to both new and existing clients, supported by a team of experienced professionals, extensive client referrals and high-quality training resources. You will have the opportunity to manage your own client relationships, convert leads into long-term advisory partnerships, and play a key role in the continued growth of the South West division.

The Role

As an Associate Financial Planner, you will:

• Provide holistic financial planning advice directly to clients, both new and existing
• Deliver an exceptional level of service aligned with a relationship-driven model
• Manage your own client meetings and follow-ups, converting opportunities into long-term advisory relationships
• Work with a pipeline of warm leads and introducer referrals, ensuring a strong client flow from day one
• Identify and develop new business opportunities to support regional growth
• Play a key role in expanding the South West operation

About You

The ideal candidate will have a combination of technical knowledge, commercial awareness and strong interpersonal skills.

You will ideally have:

• Level 4 Diploma in Financial Planning (essential)
• Strong experience in a Paraplanner, Trainee or Associate Financial Planner ready to take full advisory responsibility
• A client-focused approach with the ability to build trust quickly
• Confidence managing client meetings and converting opportunities
• Commercial awareness and a proactive approach to developing new business
• Level 6 qualifications are desirable but not essential - the firm provides full support and training to help you develop further as a qualified Financial Planner.

What's on Offer

• Basic salary up to £70,000
• Performance-related bonus structure
• Immediate access to warm leads and referral opportunities
• Full support and high-quality training for ongoing development
• Comprehensive benefits package
• Long-term career progression within a highly successful national firm
• A culture focused on providing quality advice and building strong client relationships

This is a unique opportunity for an ambitious Associate Financial Planner or Paraplanner to move directly into a full advisory role, manage their own clients and contribute meaningfully to the growth of a highly reputable South West operation.