Financial Planning Associate

Overview

We are seeking a talented Financial Planning Associate to join a growing financial planning team. This is a client-facing support role working closely with financial planners to deliver high-quality advice, write suitability reports, and ensure smooth implementation of recommendations. The role offers excellent exposure, technical development, and career progression.

Core Responsibilities

• Support financial planners by analysing client situations, identifying planning opportunities, and suggesting next steps.
• Prepare for and attend client meetings, updating fact finds, writing meeting notes, and coordinating follow-up actions.
• Build strong client relationships as a secondary point of contact.
• Research financial solutions to meet client needs.
• Draft clear, compliant suitability reports across pensions, investments, retirement income, inheritance tax, and alternative investments (VCTs/EISs).
• Collaborate with administrators to ensure accurate implementation of advice.
• Support cashflow modelling and client presentations.
• Maintain records and research on Xplan, ensuring accuracy and compliance.
• Contribute to improving financial planning processes and team best practice.
• Act as a technical resource for colleagues and attend technical seminars to stay up to date.
• Minimum of 3+ years' experience in paraplanning or financial planning support.
• Strong understanding of financial planning products and regulations.
• Excellent report-writing skills with the ability to simplify complex advice.
• Strong attention to detail, organisational skills, and accuracy.
• Confident communicator with excellent verbal and written skills.
• Proficiency in Xplan, Voyant, FE Analytics, and MS Office (or similar systems).
• Positive, proactive, and solutions-driven attitude.