Associate Financial Planner
Posted on Jun 3, 2026 by CV-Library
Alderley Edge, Cheshire, United Kingdom
Accountancy
Immediate Start
£45k - £60k Annual
Full-Time
Associate Financial Planner
Are you an experienced Paraplanner or Associate Financial Planner looking to take the next step in your career with a highly respected financial planning firm?
We're seeking a technically strong and client-focused Associate Financial Planner to join our growing team. This is an excellent opportunity to work closely with Financial Planners, helping deliver exceptional advice and outstanding client experiences.
In this role, you'll become a trusted partner to both advisers and clients, supporting the full financial planning process from meeting preparation through to implementation and ongoing client service. You'll be involved in cashflow modelling, technical research, report writing and maintaining meaningful client relationships between annual reviews.
What you'll be doing
* Supporting Financial Planners with client meeting preparation and follow-up
* Producing high-quality suitability reports and client communications
* Maintaining accurate financial planning and cashflow modelling records
* Attending client meetings and providing technical input where appropriate
* Acting as a key point of contact for clients and professional connections
* Identifying planning opportunities and helping deliver excellent client outcomes
What we're looking for
* Experience in a paraplanning, associate planner or financial planning support role
* Strong technical knowledge across pensions, investments and financial planning
* Experience using cashflow modelling software, ideally Voyant
* Excellent report-writing and communication skills
* Strong attention to detail and organisational skills
* Level 6 qualification, or working towards Chartered/Certified status, would be advantageous
Why join us?
You'll be joining a collaborative and professional team that is passionate about delivering life-changing financial planning. We offer a supportive environment where technical expertise is valued, professional development is encouraged and client outcomes are at the heart of everything we do.
If you're looking for a role where you can develop your planning expertise, build meaningful client relationships and play a key part in delivering exceptional financial planning, we'd love to hear from you
Are you an experienced Paraplanner or Associate Financial Planner looking to take the next step in your career with a highly respected financial planning firm?
We're seeking a technically strong and client-focused Associate Financial Planner to join our growing team. This is an excellent opportunity to work closely with Financial Planners, helping deliver exceptional advice and outstanding client experiences.
In this role, you'll become a trusted partner to both advisers and clients, supporting the full financial planning process from meeting preparation through to implementation and ongoing client service. You'll be involved in cashflow modelling, technical research, report writing and maintaining meaningful client relationships between annual reviews.
What you'll be doing
* Supporting Financial Planners with client meeting preparation and follow-up
* Producing high-quality suitability reports and client communications
* Maintaining accurate financial planning and cashflow modelling records
* Attending client meetings and providing technical input where appropriate
* Acting as a key point of contact for clients and professional connections
* Identifying planning opportunities and helping deliver excellent client outcomes
What we're looking for
* Experience in a paraplanning, associate planner or financial planning support role
* Strong technical knowledge across pensions, investments and financial planning
* Experience using cashflow modelling software, ideally Voyant
* Excellent report-writing and communication skills
* Strong attention to detail and organisational skills
* Level 6 qualification, or working towards Chartered/Certified status, would be advantageous
Why join us?
You'll be joining a collaborative and professional team that is passionate about delivering life-changing financial planning. We offer a supportive environment where technical expertise is valued, professional development is encouraged and client outcomes are at the heart of everything we do.
If you're looking for a role where you can develop your planning expertise, build meaningful client relationships and play a key part in delivering exceptional financial planning, we'd love to hear from you
Reference: 225195725
https://jobs.careeraddict.com/post/113345814
Associate Financial Planner
Posted on Jun 3, 2026 by CV-Library
Alderley Edge, Cheshire, United Kingdom
Accountancy
Immediate Start
£45k - £60k Annual
Full-Time
Associate Financial Planner
Are you an experienced Paraplanner or Associate Financial Planner looking to take the next step in your career with a highly respected financial planning firm?
We're seeking a technically strong and client-focused Associate Financial Planner to join our growing team. This is an excellent opportunity to work closely with Financial Planners, helping deliver exceptional advice and outstanding client experiences.
In this role, you'll become a trusted partner to both advisers and clients, supporting the full financial planning process from meeting preparation through to implementation and ongoing client service. You'll be involved in cashflow modelling, technical research, report writing and maintaining meaningful client relationships between annual reviews.
What you'll be doing
* Supporting Financial Planners with client meeting preparation and follow-up
* Producing high-quality suitability reports and client communications
* Maintaining accurate financial planning and cashflow modelling records
* Attending client meetings and providing technical input where appropriate
* Acting as a key point of contact for clients and professional connections
* Identifying planning opportunities and helping deliver excellent client outcomes
What we're looking for
* Experience in a paraplanning, associate planner or financial planning support role
* Strong technical knowledge across pensions, investments and financial planning
* Experience using cashflow modelling software, ideally Voyant
* Excellent report-writing and communication skills
* Strong attention to detail and organisational skills
* Level 6 qualification, or working towards Chartered/Certified status, would be advantageous
Why join us?
You'll be joining a collaborative and professional team that is passionate about delivering life-changing financial planning. We offer a supportive environment where technical expertise is valued, professional development is encouraged and client outcomes are at the heart of everything we do.
If you're looking for a role where you can develop your planning expertise, build meaningful client relationships and play a key part in delivering exceptional financial planning, we'd love to hear from you
Are you an experienced Paraplanner or Associate Financial Planner looking to take the next step in your career with a highly respected financial planning firm?
We're seeking a technically strong and client-focused Associate Financial Planner to join our growing team. This is an excellent opportunity to work closely with Financial Planners, helping deliver exceptional advice and outstanding client experiences.
In this role, you'll become a trusted partner to both advisers and clients, supporting the full financial planning process from meeting preparation through to implementation and ongoing client service. You'll be involved in cashflow modelling, technical research, report writing and maintaining meaningful client relationships between annual reviews.
What you'll be doing
* Supporting Financial Planners with client meeting preparation and follow-up
* Producing high-quality suitability reports and client communications
* Maintaining accurate financial planning and cashflow modelling records
* Attending client meetings and providing technical input where appropriate
* Acting as a key point of contact for clients and professional connections
* Identifying planning opportunities and helping deliver excellent client outcomes
What we're looking for
* Experience in a paraplanning, associate planner or financial planning support role
* Strong technical knowledge across pensions, investments and financial planning
* Experience using cashflow modelling software, ideally Voyant
* Excellent report-writing and communication skills
* Strong attention to detail and organisational skills
* Level 6 qualification, or working towards Chartered/Certified status, would be advantageous
Why join us?
You'll be joining a collaborative and professional team that is passionate about delivering life-changing financial planning. We offer a supportive environment where technical expertise is valued, professional development is encouraged and client outcomes are at the heart of everything we do.
If you're looking for a role where you can develop your planning expertise, build meaningful client relationships and play a key part in delivering exceptional financial planning, we'd love to hear from you
Reference: 225195725
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