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Financial planner
Associate Planner

Associate Planner

Allerton Park Recruitment Solutions

Posted 6 hours ago, valid for a month

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

The Associate Planner position offers a salary of up to £65,000 plus bonuses and full benefits.
This role is with an award-winning Chartered Financial Planning Practice seeking to expand their established team.
The successful candidate will support a Senior Financial Planner and manage relationships with high-net-worth clients.
Applicants must have at least 3 years of dedicated paraplanning experience and hold a relevant Diploma.
The company provides full exam and personal development support, along with various development opportunities.

Associate Planner - Basic to £65,000k + Bonus, Full Benefits, Hybrid and Flexible Working Policy.

A high quality and award winning Chartered Financial Planning Practice is looking for an additional Associate Planner to join their business.

This new role has come about as a result of internal promotion and will be working within an established Financial Planning team. Key responsibility will be to actively support a Senior Financial Planner and the HNW Clients. Duties will include Technical support, Client relationship management including attending Client meetings, meeting preparation, cash flow modelling, report writing and research.

3 years + of dedicated Paraplanning experience and sound technical knowledge is required along with Diploma.

Full exam and personal development support will be provided alongside a range of development opportunities.

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