Associate Financial Planner

Company Description

Affinity Financial Management is dedicated to making regulated financial advice open & accessible to all.

The firm operates with a strong ethical foundation, built on the premise that quality financial guidance should not be limited to the wealthy.

With a people-oriented approach, Affinity Financial Management focuses on tailored solutions designed around each client’s specific needs and best interests.

Team members are encouraged to build trust-based relationships and provide clear, responsible advice that supports long‑term financial well‑being.

This full‑time Associate Financial Planner role is an on‑site position based in Carmarthen. The Associate Financial Planner will support senior planners in preparing bespoke financial solutions, including mortgage, protection, and welarh management strategies.

Full Training and Qualification support will be provided.

The successful candidate will collaborate closely with colleagues to deliver client‑centered solutions and contribute to a positive, professional office environment.

This role is designed for ambitious individuals starting their career in financial services.

You'll receive full training, support through industry qualifications and hands‑on experience across Mortgages, Protection and wider business operations.

This role is designed for ambitious individuals starting their career in financial services.

• Strong academic background
• Curiosity and willingness to learn
• A genuine interest in financial services