Financial Planning Associate

Financial Planning Associate

Our client is a growing, ambitious wealth management and financial planning firm that is changing the way clients experience advice. Their teams are small enough for you to make a genuine impact, while the wider business has the scale, support, and structure to help you develop your long-term career.
This is an excellent opportunity for someone already working in Financial Planning who is looking for a role that offers meaningful client exposure, hands-on technical work, and a clear pathway towards becoming a Financial Planner.

The Opportunity

This role is centred around client relationship management, technical planning support, and adviser development. You will work closely with a senior Financial Planner who manages a substantial and fast-growing client base, giving you direct exposure to high-net-worth clients, complex planning requirements, and high-quality advice delivery.

Over an expected tw...