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Wealth Planning Associate: Path to Chartered Planner

Job in Lancashire, Lancashire, England, UK
Listing for: HAWK3 Talent Solutions
Full Time position
Listed on 2026-08-28
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 45000 - 55000 GBP Yearly GBP 45000.00 55000.00 YEAR
Job Description & How to Apply Below

Hawk3 Talent Solutions are recruiting a Wealth Planning Associate for a leading UK wealth management firm in Blackpool. You will work with senior Wealth Planners on client relationships, paraplanning and financial planning with a clear pathway to becoming a qualified Financial Planner.

The role offers a hybrid working arrangement after probation, with exposure to client onboarding, regulatory standards and ongoing professional development.

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Position Requirements
10+ Years work experience
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