Hybrid Associate Financial Planner: Path to Chartered Status

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

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.