Associate Financial Planner - Hybrid & Chartered Path

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, 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.