Financial Planning Associate

First Recruitment Services; Horsham; On-site; GBP 34,000 - 40,000; Full time

Job summary

A recruitment agency based in Horsham seeks a proactive Financial Planning Associate to help clients achieve financial security. The role requires collaboration with advisors, creating financial forecasts, and ensuring compliance. Ideal candidates should have experience in financial advisory, knowledge of financial products, and strong communication skills.

Benefits

Holiday

Pension

Income protection

Bonus

Qualifications

• Solid background in financial advisory or wealth management required.
• Broad knowledge of financial products and planning approaches.
• Clear communication skills both written and spoken.

Responsibilities

• Collaborate with advisors to design innovative financial strategies.
• Create financial forecasts and retirement plans.
• Keep client data compliant and up to date.

Skills

Financial advisory experience

Knowledge of financial products

Analytical skills

Communication skills

Project management

Tools

Voyant

Job description

• Position: Financial Planning Associate
• Salary: £40,000+
• Location: Horsham
• Hours: Monday – Friday, 9am – 5pm | Onsite
• Benefits: Holiday, pension, income protection, bonus

Are you driven by detail and passionate about helping people achieve financial security? We’re looking for a proactive Financial Planning Associate to join our clients energetic Horsham team. Working alongside five talented consultants, you’ll play a vital role in shaping smart, tailored financial strategies while ensuring clients receive the highest level of service.

What You’ll Do

• Collaborate with advisors to design innovative financial strategies and investment reports.
• Dive deep into client financials assets, investments, income, and protection plans to build clear, future-focused insights.
• Create financial forecasts, retirement plans, and risk assessments using Voyant.
• Research and evaluate financial products to back up advisor recommendations.
• Keep everything compliant, accurate, and up to date within our CRM systems.
• Be the backbone of advisor operations, ensuring smooth, efficient delivery to clients.

What You Bring

• A solid background in financial advisory or wealth management.
• Broad knowledge of financial products and planning approaches.
• A sharp analytical mind with meticulous attention to detail.
• Clear, confident communication skills both written and spoken.
• The ability to balance multiple projects with a calm, organised approach.

Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy.