Associate Financial Planner

Novia Financial plc; Horsham; Hybrid; GBP 35,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

Discretionary bonus

34 days holiday

Professional development

Pension scheme

Medical cashback

Sick pay

Income protection

Life assurance

Cycle to Work

Volunteer leave

Internal progression

Collaborative culture

Job summary

Craven Street Wealth, part of Quanta Group, is seeking an organised professional to work alongside and support the advisory team in promoting and delivering excellent financial planning advice to clients.

You will prepare for client meetings, manage follow-ups with accuracy, and assist with delivering and signing off advice where required, while helping to grow the client bank through thoughtful relationship building.

Qualifications

• Diploma in Regulated Financial Planning. The Diploma requires 100 CII credits through completion of the six compulsory units R01–R06.
• Commitment to self-study to become a Chartered Financial Planner.
• Desirable: a relevant degree.

Responsibilities

• Assist advisory teams in promoting and delivering financial planning advice.
• Prepare for client meetings with a high level of accuracy and ensure timely follow-ups.
• Support the implementation and, where required, sign-off of client advice.
• Aid in growing the client bank by developing client relationships.

Skills

Client-centric approach

Written and verbal communication

Team player

Adaptable / flexible

Honesty and integrity

Education

Diploma in Regulated Financial Planning (R01–R06)

Relevant degree

Job description

Craven Street Wealth is an award-winning Chartered financial planning and wealth management firm, helping individuals, families and businesses make confident financial decisions.

We combine expert advice with a personal approach, building long-term relationships that help our clients achieve their goals. With offices across London and the South of England, our teams work collaboratively to deliver outstanding service and tailored financial planning solutions.

As part of Quanta Group, we're backed by the strength of a wider financial services group that includes Wealthtime and Copia Capital. While each business operates independently, we share a commitment to delivering excellent client outcomes, supporting our people to grow and creating an environment where everyone can thrive.

We know that our success comes from our people. That's why we're committed to creating a supportive, collaborative culture where everyone can develop their skills, contribute ideas and build a rewarding career.

To work alongside and support the advisory team in promoting and delivering excellentfinancial planning advice to new and existing clients, in line with the company’s strategyand supported by the Technical and Advice Reporting, Client Services and Client Processingteams.

The role will involve significant responsibility for preparing for client meetings, ensuringfollow ups are delivered in a timely manner and with a high level of accuracy with the abilityto provide and/or sign off the advice independently where required as well as supportinggrowth by developing an individual client bank.

Key Responsibilities:

Client Service Delivery

• Support the advisory teams in developing and delivering a client service strategy that ensures existing clients are managed to the highest standards.
• Support Senior Financial Planners and Financial Planners to ensure clients receive good value from our service, assisting with quality control so that all client work and supporting documentation meets the highest standards.
• Where appropriate, engage directly with clients to build trusted relationships.

Achieving Good Client Outcomes

• Support the advisory teams in delivering a consistently high-quality service that drives client engagement and keeps attrition low.
• Proactively help ensure every client receives a positive experience and take appropriate action to support good client outcomes.
• Deliver client work to advisory teams in a timely, effective and efficient manner, with a high degree of accuracy.
• Accurately undertake the implementation of client advice.

Working as a Team

• Work collaboratively with the Technical and Advice Reporting, Client Services and Client Processing teams
• Demonstrate and promote CSW’s values and behaviours throughout the
• organisation.
• Work closely with colleagues to ensure all clients receive excellent service and agreed service-level agreements are met.
• Prepare proactively for regular one-to-one meetings and actively seek opportunities to develop experience and competencies.

Service Development

• Participate in and support key projects and practice or technical initiatives across the business as required.
• Provide constructive feedback on new and existing processes to support their
• ongoing development.

Conduct

• Act as a brand ambassador for CSW, promoting our services, values and behaviours to support good client outcomes and meet conduct responsibilities.
• Maintain appropriate continuing professional development (CPD).
• Read and understand all technical research and legislative or regulatory updates provided by internal departments.
• Maintain up-to-date technical knowledge and ensure all work complies with the relevant regulatory and legal requirements.

This isn't an exhaustive list and responsibilities may evolve over time to meet the needs of the business.

Specialist Skills, Qualifications and Experience:

Essential:

• Diploma in Regulated Financial Planning. The Diploma requires 100 CII credits through completion of the six compulsory units R01–R06.
• Commitment to self-study to become a Chartered Financial Planner.

Desirable:

• A relevant degree

Skills and Knowledge:

• A client-centric approach, with a commitment to understanding clients’ needs and delivering consistently positive outcomes.
• Excellent written and verbal communication skills.
• A collaborative team player with a proven track record.
• A positive attitude and a resilient, flexible approach.
• Approachable and available to colleagues and clients.
• Acts with honesty and integrity.
• Willingness to participate in the wider activities of the business.
• Ability to work effectively as part of a team.

We recognise that great candidates come from a variety of backgrounds and experiences. If you're excited by the opportunity but don't meet every requirement, we'd still love to hear from you.

At Craven Street Wealth, we believe in supporting our people both professionally and personally. In return for your contribution, you'll have access to a range of benefits including:

• Competitive salary.
• Hybrid working, with time split between home and office.
• Discretionary annual bonus.
• 34 days holiday per calendar year, including bank holidays, with the option to purchase up to five additional days per year.
• Supported and encouraged professional development.
• Contributory pension scheme
• Medical cashback plan, helping cover the cost of everyday healthcare expenses such as dental treatment, eye care and physiotherapy.
• Occupational sick pay scheme.
• Group income protection scheme.
• Life assurance scheme
• Cycle to Work scheme.
• Up to 10 hours of volunteering leave each year.
• Opportunities for internal progression within Craven Street Wealth and across the wider Quanta Group.
• A collaborative and supportive culture where colleagues are encouraged to grow, contribute and succeed.

Craven Street Wealth is an equal opportunities employer and we're committed to creating an inclusive workplace where everyone feels valued, respected and able to be themselves.

We recognise that people work in different ways and bring different experiences, perspectives and ideas. We believe these differences make us stronger and help us deliver better outcomes for our clients and colleagues.

We welcome applications from everyone, regardless of background, beliefs, culture, gender identity, ethnicity, sexual orientation, disability or long-term health condition.

If you require any reasonable adjustments during the recruitment process, please let us know and we'll do our best to support you.