Financial Planning Associate

Orlaroseassociates; Greater London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A financial services firm in Greater London is looking for a Financial Planning Associate to provide client-facing support. This role involves assisting financial planners, conducting research, and drafting suitability reports. Candidates should have over 3 years of experience in paraplanning or financial planning support, as well as strong analytical and communication skills. Proficiency in tools like Xplan and MS Office is required. This position offers significant exposure to financial advising and career growth opportunities.

Qualifications

• Minimum of 3+ years' experience in paraplanning or financial planning support.
• Strong understanding of financial planning products and regulations.
• Proven ability to write clear and compliant reports.

Responsibilities

• Support financial planners and analyze client situations.
• Prepare for client meetings and update records.
• Build relationships with clients as a secondary contact.
• Research financial solutions tailored to client needs.

Skills

Analytical skills

Report writing

Attention to detail

Communication

Organizational skills

Tools

Xplan

MS Office

FE Analytics

Voyant

Job description

Overview

We are seeking a talented Financial Planning Associate to join a growing financial planning team. This is a client-facing support role working closely with financial planners to deliver high-quality advice, write suitability reports, and ensure smooth implementation of recommendations. The role offers excellent exposure, technical development, and career progression.

Core Responsibilities

• Support financial planners by analysing client situations, identifying planning opportunities, and suggesting next steps.
• Prepare for and attend client meetings, updating fact finds, writing meeting notes, and coordinating follow-up actions.
• Build strong client relationships as a secondary point of contact.
• Research financial solutions to meet client needs.
• Draft clear, compliant suitability reports across pensions, investments, retirement income, inheritance tax, and alternative investments (VCTs/EISs).
• Collaborate with administrators to ensure accurate implementation of advice.
• Support cashflow modelling and client presentations.
• Maintain records and research on Xplan, ensuring accuracy and compliance.
• Contribute to improving financial planning processes and team best practice.
• Act as a technical resource for colleagues and attend technical seminars to stay up to date.
• Minimum of 3+ years' experience in paraplanning or financial planning support.
• Strong understanding of financial planning products and regulations.
• Excellent report-writing skills with the ability to simplify complex advice.
• Strong attention to detail, organisational skills, and accuracy.
• Confident communicator with excellent verbal and written skills.
• Proficiency in Xplan, Voyant, FE Analytics, and MS Office (or similar systems).
• Positive, proactive, and solutions-driven attitude.