Associate Wealth Planner

An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners.

The Role

• Provide advice on less complex matters.
• Work closely with a senior Planner to build and maintain strong client relationships.
• Undertake paraplanning tasks including research, cash-flow modelling, and drafting suitability reports.
• Support administration processes such as onboarding, valuations, and client servicing.
• Ensure all advice and activity meets compliance and regulatory requirements.
• Develop technical knowledge, client-facing skills, and a sales mindset to support long-term career progression.

About You

• Minimum Level 4 qualified (CII Diploma or equivalent).
• Ambitious to achieve Chartered status.
• Pr...