Wealth Planning Associate: Path to Chartered Planner

HAWK3 Talent Solutions; Lancashire; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

25 days annual leave

Private Medical Insurance

Company pension with employer matching

Life Assurance

Income Protection

Share Incentive Plan

Cycle to Work Scheme

Employee Assistance Programme

Job summary

Hawk3 Talent Solutions are recruiting a Wealth Planning Associate for a leading UK wealth management firm in Blackpool. You will work with senior Wealth Planners on client relationships, paraplanning and financial planning with a clear pathway to becoming a qualified Financial Planner.

The role offers a hybrid working arrangement after probation, with exposure to client onboarding, regulatory standards and ongoing professional development.

Qualifications

• Experience in financial services or wealth management is advantageous.
• Strong numerical and analytical skills with attention to detail.
• Excellent written and verbal communication skills.
• Professional, client-focused and able to work independently.
• Willing to pursue FCA regulatory qualifications and CPD.

Responsibilities

• Provide day-to-day support to Wealth Planners and the team.
• Coordinate client meetings, valuations and meeting packs.
• Prepare onboarding and documentation including CDD and AML.
• Draft client communications and suitability reports for review.
• Maintain client records in XPlan and finance-related tasks.

Education

RQF Level 4 Diploma in Regulated Financial Planning

Advanced Diploma and Chartered Financial Planner status (ambition)

Tools

XPlan

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Hawk3 Talent Solutions are recruiting a Wealth Planning Associate for a leading UK wealth management firm in Blackpool. You will work with senior Wealth Planners on client relationships, paraplanning and financial planning with a clear pathway to becoming a qualified Financial Planner.

The role offers a hybrid working arrangement after probation, with exposure to client onboarding, regulatory standards and ongoing professional development.