Associate Financial Planner

We are a growing financial planning practice based in the Cotswolds, helping successful families, professionals and business owners make better financial decisions and achieve greater clarity, confidence and peace of mind.

We believe financial planning is about far more than products and investments.

It is about building trusted relationships, understanding what matters most to clients and helping them make informed decisions throughout their lives.

We are ambitious about the future of our business, but equally committed to maintaining the personal service, integrity and high standards that our clients value.

• Do you want to build a meaningful career in financial planning?
• Are you naturally curious, commercially aware and motivated by helping people make better decisions?
• Do you enjoy building trusted relationships and taking ownership of your own development?
• Are you looking for a role where you can learn, grow and gradually take on greater responsibility rather than being expected to know everything from day one?

This is not a traditional adviser role. Nor is it a sales-focused position requiring you to build your own client bank. Instead, this role is designed for somebody who wants to become part of an established business and develop into a trusted financial planner over time.

Initially, you will work closely with James and Sarah, supporting client relationships, learning the business and developing your technical and professional capability.

As your confidence and experience grow, you will progressively take responsibility of client relationships and planning responsibilities.

This is a genuine long-term career opportunity for the right person.

To support the delivery of outstanding client service whilst developing the knowledge, skills and confidence required to become a trusted adviser within the business.

The successful candidate will contribute to client servicing, financial planning support and relationship management whilst undertaking a structured development journey into a future adviser role.

Client Relationship Support

• Prepare meeting packs and supporting documentation
• Support the delivery of ongoing client service
• Build strong relationships with clients, providers and professional connections
• Ensure client records remain accurate and up to date
• Attend and contribute to client meetings
• Assist with research and planning activities
• Support implementation of recommendations
• Coordinate actions with providers and third parties (including outsourced para planning)
• Develop understanding of pensions, investments, protection and cashflow planning
• Ensure work is completed to regulatory and compliance standards

Business Contribution

• Identify opportunities to improve client experience and internal processes
• Support operational projects and events where appropriate
• Contribute positively to team culture and business development
• Demonstrate ownership, initiative and professionalism

Personal Development

• Progress professional qualifications
• Develop technical expertise and planning knowledge
• Build confidence in client-facing responsibilities
• Participate actively in coaching, mentoring and development opportunities

During the First 12 Months

• Successfully integrates into the team
• Builds trust with colleagues, clients & partners
• Demonstrates strong ownership and accountability
• Learns systems, processes and planning philosophy
• Develops technical knowledge and confidence
• Takes responsibility for selected client relationships
• Demonstrates sound judgement and professionalism
• Becomes a trusted adviser within the business

We are likely to be a good fit for someone who:

• Is naturally curious and enjoys learning
• Builds trust and rapport easily
• Com…