Associate Wealth Planner

Associate Wealth Planner

An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners.

• Provide advice on less complex matters.
• Work closely with a senior Planner to build and maintain strong client relationships.
• Undertake paraplanning tasks including research, cash-flow modelling, and drafting suitability reports.
• Support administration processes such as onboarding, valuations, and client servicing.
• Ensure all advice and activity meets compliance and regulatory requirements.
• Develop technical knowledge, client-facing skills, and a sales mindset to support long-term career progression.

• Minimum Level 4 qualified (CII Diploma or equivalent).
• Ambitious to achieve Chartered status.
• Previous paraplanning experience with strong technical knowledge.
• Strong communication, organisational, and relationship-building skills.
• Proficient in Word, Excel, PowerPoint; knowledge of XPlan desirable.
• Professional, detail-focused, and proactive with a collaborative approach.

• A structured pathway to Chartered status.
• Opportunity to gain hands-on planning experience alongside senior advisers.
• Exposure to both technical and client-facing responsibilities.
• Supportive, professional culture with excellent long-term progression.