Associate Planner

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Associate Planner / Paraplanner – Independent Ethical IFA London | Hybrid Working Available Salary up to £65k + Exceptional Career Progression Are you a Level 4 qualified Paraplanner with a passion for ethical financial planning and a drive to work towards Chartered status? Join an award-winning, truly client-centric Independent Financial Advisory firm that’s built its reputation on trust, integrity, and holistic advice. About them Proudly independent firm with long-standing relationships built over decades. Mission is to offer transparent, ethical financial guidance that empowers clients through every stage of their journey. Financial planners go beyond the numbers to deliver bespoke advice that puts client wellbeing first—and we invest in our team the same way. The Role As Associate Planner, you’ll work in close partnership with a Senior Adviser, supporting and attending client meetings, and becoming an integral part of their financial journey. You’ll play a hands-on role in: Crafting tailored suitability reports Conducting in-depth research and presenting recommendations Assisting with cashflow modelling and portfolio construction Delivering a service that reflects genuine care and personali...
Location:
London
Category:
Management & Consultancy

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