Associate Financial Planner

We are a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). Our chartered status reflects our commitment to a client‑first approach, ethical practice and continuous professional development. We provide holistic financial planning advice across wealth management, family protection, retirement planning and property finance.

As an Associate Financial Planner, you will work closely with experienced Chartered Financial Planners to support the delivery of high‑quality financial planning and wealth management advice to high net worth individuals, trustees, charities and corporate clients. The role combines a strong paraplanning focus with associate‑level responsibilities, including increasing exposure to client relationships, technical planning and service delivery.

This role is well suited to an individual with paraplanning experience who is looking to broaden their responsibilities and progress towards an advisory position. In conjunction with the Chartered Financial Planner, you will support client account ownership, including more complex and higher value client relationships. We offer clear routes for progression and will support you in your journey towards becoming a Chartered Financial Planner, including support with professional exams.