Financial Planning Associate

The Opportunity Hub UK; West Midlands Combined Authority; On-site; GBP 35,000 - 41,000; Full time

Job summary

A prominent financial planning firm seeks a Financial Planning Associate to enhance client outcomes through detailed research and analysis. The role demands at least two years of experience in financial planning support, with a focus on exceptional service and meaningful client relationships. Enjoy generous benefits in a supportive work environment that values your contributions.

Benefits

31 days annual leave, including bank holidays

Income protection

Life assurance

Employee Assistance Programme

Wellness support

Financial wellbeing resources

Qualifications

• At least two years of financial planning support experience in IFA.
• Broad product knowledge and excellent communication abilities.
• Experience with IFA systems and commitment to service excellence.

Responsibilities

• Working alongside Financial Planners to deliver client outcomes.
• Conducting thorough fund research using FE Analytics.
• Maintaining robust due diligence processes.

Skills

Communication

Collaboration

Adaptability

Integrity

Education

DipPFS or equivalent Level 4 qualifications

Job description

Are you a skilled Financial Planning Associate on the lookout for your next career move? Join a dynamic financial planning firm where exceptional service meets genuine career development in a supportive, values-driven environment.

What Makes This Role Special
This isn't just another financial planning position. You'll be joining a forward-thinking financial planning business that's reimagined what modern wealth management looks like. Our unique approach to "Life Landscaping" goes beyond traditional financial advice, focusing on enriching lives through meaningful client relationships and comprehensive planning strategies.

Your Responsibilities Will Include:
Working alongside experienced Financial Planners to deliver outstanding client outcomes through detailed research, analysis, and report preparation. You'll identify planning opportunities, prepare comprehensive suitability reports, conduct thorough fund research using FE Analytics, and maintain robust due diligence processes. Documentation compliance and team development are also key aspects of this varied role.

What We're Looking For:

- We need someone with at least two years of financial planning support experience within an IFA environment, ideally holding DipPFS or equivalent Level 4 qualifications.
- You should have broad product knowledge, excellent communication abilities, and strong collaborative skills.
- Experience with IFA systems and a commitment to service excellence are essential, alongside personal qualities of adaptability, enthusiasm, and integrity.

Why Choose This Opportunity?
Beyond the competitive salary, you'll enjoy 31 days annual leave (including bank holidays), comprehensive benefits including income protection, life assurance, Employee Assistance Programme, wellness support, and financial wellbeing resources. Most importantly, you'll work within a culture that genuinely values your contribution and supports your professional growth.

Salary: Up to £35,000
Location: Newcastle-under-Lyme
Hours: Full-time (35 hours weekly)

Ready to Apply?
Please ensure your CV clearly demonstrates your relevant experience and achievements. Only candidates meeting our criteria will be contacted for interview.