Associate Financial Adviser

Heat Recruitment; Stansted Mountfitchet; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A respected Wealth Management firm is seeking an Associate Financial Adviser to develop client relationships with high-net-worth clients. The successful candidate will support a senior adviser and gradually take on responsibility for client relationships while providing technical financial insights. This role is ideal for those with analytical skills looking to transition into advisory positions, offering a flexible workplace and great office atmosphere, along with professional development opportunities.

Benefits

Discretionary annual bonus

25 days holiday & birthday off

Group Life Assurance scheme (4 x Salary)

Group Income Protection scheme

Support with professional qualifications

Qualifications

• Experienced Paraplanners or Technical Financial Planners encouraged to apply.
• Ability to interpret and communicate complex information clearly.
• Relationship-focused with a commitment to long-term client service.

Responsibilities

• Work directly with a senior Adviser during client meetings.
• Provide insight across Retirement, Investment, Estate Planning, and Tax.
• Act as a key technical point of contact for various stakeholders.

Skills

Analytical ability

Client relationship development

Communication

Technical depth

Education

Chartered (CII Level 6) or close to achieving

Job description

Location

Stansted

Salary £50000 - £60000

Type Permanent

Workplace Hybrid

Recruiter Managing This Role

Associate Financial Adviser

Client Succession Role

HNW Client Base

Are you a highly skilled Paraplanning or Technical Financial Planning professional who has achieved (or is close to achieving) Chartered Status? Are you looking to step into a client facing Adviser role within an expanding, highly respected Wealth Management firm?

A rare opportunity now exists for a Paraplanner / Junior Adviser (Chartered or nearly) to work closely with a Principal Adviser as their wingperson, learning their client bank in depth and gradually taking over long-standing HNW client relationships to ensure continuity and exceptional ongoing service.

This role uniquely blends high-level technical work with genuine client relationship development, making it ideal for someone emerging from a senior paraplanning, technical, or hybrid background who wants to progress into a trusted advisory position.

The Opportunity

Work directly with a senior, experienced Adviser, attending client meetings and supporting day-to-day advice delivery

Build deep knowledge of a sophisticated HNW client bank, with a structured succession plan

Take on increasing responsibility for client relationships over time (farmer than hunter)

Provide insight and analysis across Retirement, Investment, Estate Planning, and Tax

Act as a key technical point of contact for Advisers, Clients, and Introducers

Help shape and refine the firm’s overall client proposition and planning processes

To be considered

We welcome applications from experienced Paraplanners, Technical Financial Planners, or Advisers with strong analytical ability who are :

Chartered (CII Level 6) or close to achieving

Able to interpret and communicate complex information clearly to clients and colleagues

Relationship-focused, ethical, and committed to long-term client service

This role is ideal for someone who excels in technical depth but is now ready to step further into client ownership, without the pressure of heavy new business targets.

Benefits

• A great office atmosphere
• WFH policy and flexibility for a better work / life balance
• Discretionary annual bonus
• 25 days holiday & birthday off
• Group Life Assurance scheme (4 x Salary)
• Group Income Protection scheme

Support with professional qualifications

Apply Today if you are an accomplished technical professional looking to transition into (or further progress within) an Adviser position, this is an exceptional career opportunity. Apply today, and one of our specialist consultants will contact you for a detailed discussion before your CV is shared with the client.