Associate Financial Planner

RGH-Global Limited; Lancashire; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Structured progression

Study support

Mentoring by senior planners

Paraplanning exposure

Career development

Job summary

RGH-Global Limited is seeking an Associate Financial Planner in Blackpool with hybrid working after probation. You will support planners, manage onboarding, client meetings, and relationship management while developing hands-on paraplanning and reporting skills.

You'll study toward the Level 4 Diploma in Regulated Financial Planning, with full study support and mentoring from senior planners. This role offers a clear long-term path to a fully qualified advisory career within a collaborative team.

Qualifications

• 2:1 degree or above in any discipline.
• Commitment to studying towards regulated financial planning qualifications.
• Interest in pursuing Diploma/Chartered status over time.

Responsibilities

• Coordinate central services to support planners' workflows.
• Prepare and submit client due diligence and onboarding documents.
• Organise client meetings, valuations and meeting packs; manage diaries.
• First point of contact for client queries; escalate when needed.
• Maintain accurate client records on planning software.
• Handle invoicing, billing and commissions inquiries.
• Conduct research to support recommendations based on client needs.
• Carry out cash-flow modelling and draft suitability reports.
• Prepare technical documents for client presentations.
• Flag future advisory opportunities to planners.

Skills

Numerical ability

Attention to detail

Communication skills

Organisational skills

Relationship management

Paraplanning support

Education

2:1 degree or above (any discipline)

Level 4 Diploma in Regulated Financial Planning

Advanced Diploma / Chartered status (long-term goal)

Tools

Word

Excel

PowerPoint

Financial planning software

Job description

Associate Financial Planner

Location: Blackpool (hybrid working available after probation)

Salary: Up to £50,000 DOE

About the Opportunity

An established and growing wealth management firm is looking for an ambitious individual to join their Financial Planning team as an Associate Financial Planner. This is a fantastic opportunity for someone looking to build a long-term career path towards becoming a fully qualified, regulated Financial Planner, working alongside experienced senior planners who will support your development every step of the way.

You’ll gain hands‑on exposure to both the client‑facing and technical sides of financial planning — from client onboarding and relationship management through to paraplanning, research and report writing — giving you a genuinely rounded grounding in the profession.

What You’ll Be Doing

Client & Relationship Support

• Supporting planners' workflows by coordinating central services and working collaboratively across the wider team
• Preparing and submitting client due diligence and new account documentation as part of the onboarding process
• Organising client meetings, valuations and meeting packs, and managing planners' diaries
• Acting as a first point of contact for client queries, escalating more complex matters where appropriate and adapting your approach for clients in vulnerable circumstances
• Managing client correspondence, application forms and service agreements with a high standard of accuracy
• Maintaining accurate client records on the firm's planning software
• Handling finance-related queries such as invoicing, billing and commissions

Technical & Paraplanning Support

• Conducting research to support suitable recommendations based on client needs, objectives and existing arrangements
• Carrying out calculations and cash-flow modelling to underpin recommendations
• Drafting clear, fair and accurate suitability reports and client letters
• Preparing technical documents and research materials for client presentations
• Proactively flagging areas of potential future advice opportunities to planners

Your Own Development

• Working towards professional qualifications (see below), with full study support
• Building your commercial and relationship‑building skills, including networking with professional introducers
• Getting involved in wider business projects aimed at improving processes and service delivery
• Learning the fundamentals of pipeline management and business development, in preparation for a future advisory career

What We’re Looking For

• A 2:1 degree or above (any discipline)
• Willingness to work towards the Level 4 Diploma in Regulated Financial Planning, with a longer‑term commitment to Advanced Diploma / Chartered status
• Comfortable using Word, Excel and PowerPoint; experience with financial planning software is a bonus but not essential — full training given
• Strong numerical ability and excellent attention to detail
• A confident, professional communicator who can build rapport with clients and colleagues alike
• Well organised, resilient, and comfortable managing multiple priorities to deadlines
• A proactive, flexible attitude with a genuine interest in a long‑term career in financial planning

What’s on Offer

• Structured progression pathway towards a regulated Financial Planner role
• Full study support towards industry qualifications
• Mentoring from experienced, senior planners
• Exposure to both technical paraplanning and client relationship management
• A collaborative, professional working environment with genuine long‑term career prospects