A fantastic opportunity has arisen for an ambitious Associate Financial Planner to join a highly respected, national wealth management firm, delivering personalised advice to a broad range of clients across the UK. With several billion pounds in assets under management and a reputation for client-first service, the firm is expanding its South West operation and is looking for a talented individual to step straight into a full advisory role.
This is a hands-on position from day one. The successful candidate will be fully responsible for providing advice to both new and existing clients, supported by a team of experienced professionals, extensive client referrals and high-quality training resources. You will have the opportunity to manage your own client relationships, convert leads into long-term advisory partnerships, and play a key role in the continued growth of the South West division.
The Role
As an Associate Financial Planner, you will:
- Provide holistic financial planning advice directly to clients, both new and existing
- Deliver an exceptional level of service aligned with a relationship-driven model
- Manage your own client meetings and follow-ups, converting opportunities into long-term advisory relationships
- Work with a pipeline of warm leads and introducer referrals, ensuring a strong client flow from day one
- Identify and develop new business opportunities to support regional growth
- Play a key role in expanding the South West operation
About You
The ideal candidate will have a combination of technical knowledge, commercial awareness and strong interpersonal skills.
You will ideally have:
- Level 4 Diploma in Financial Planning (essential)
- Strong experience in a Paraplanner, Trainee or Associate Financial Planner ready to take full advisory responsibility
- A client-focused approach with the ability to build trust quickly
- Confidence managing client meetings and converting opportunities
- Commercial awareness and a proactive approach to developing new business
- Level 6 qualifications are desirable but not essential — the firm provides full support and training to help you develop further as a qualified Financial Planner.
What’s on Offer
- Basic salary up to £70,000
- Performance-related bonus structure
- Immediate access to warm leads and referral opportunities
- Full support and high-quality training for ongoing development
- Comprehensive benefits package
- Long-term career progression within a highly successful national firm
- A culture focused on providing quality advice and building strong client relationships
This is a unique opportunity for an ambitious Associate Financial Planner or Paraplanner to move directly into a full advisory role, manage their own clients and contribute meaningfully to the growth of a highly reputable South West operation.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
