Hybrid Wealth Planning Associate - Path to Planner

TipTopJob; Lancashire; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

TipTopJob is partnering with a leading UK wealth management firm to recruit a Wealth Planning Associate in Blackpool. The role offers a path toward becoming a qualified Financial Planner with exposure to client relationships, paraplanning and financial planning.

The incumbent will support Wealth Planners, manage onboarding, research and regulatory compliance while developing technical and commercial skills in a client-facing environment.

Qualifications

• Experience in financial services, wealth management or financial planning is desirable.
• Strong client relationship and paraplanning skills.
• Regulatory awareness including FCA Fitness and Propriety standards.

Responsibilities

• Provide day-to-day support to Wealth Planners and the Wealth Planning team.
• Coordinate client meetings, valuations, meeting packs and diaries.
• Prepare onboarding documents, including CDD/AML and letters of authority.
• Draft client communications and suitability documents for review by Wealth Planners.
• Undertake paraplanning activities and assist with financial planning research.
• Assist with billing, WIP, and other finance-related queries.

Tools

XPlan

Job description

TipTopJob is partnering with a leading UK wealth management firm to recruit a Wealth Planning Associate in Blackpool. The role offers a path toward becoming a qualified Financial Planner with exposure to client relationships, paraplanning and financial planning.

The incumbent will support Wealth Planners, manage onboarding, research and regulatory compliance while developing technical and commercial skills in a client-facing environment.