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Are you passionate about helping people achieve financial clarity and long-term security? A well-established, ethically driven financial planning firm is seeking a talented Associate Financial Planner to join its dynamic team. This is a fantastic opportunity for someone who thrives in a collaborative environment, enjoys solving complex financial challenges, and wants to make a meaningful impact on clients’ lives.
The Role
As an Associate Financial Planner, you’ll play a key role in delivering high-quality financial advice and support. Working closely with experienced planners, you’ll help shape client strategies and ensure their financial goals are met with precision and care.
Your responsibilities will include:
- Preparing for and attending client meetings, updating documentation, and coordinating follow-up actions
- Building strong client relationships as a trusted secondary point of contact
- Researching financial solutions and drafting clear, compliant suitability letters
- Supporting the implementation of advice and assisting with cashflow presentations
- Maintaining accurate records and contributing to process improvements
- Sharing technical insights and staying up to date with industry developments
What You’ll Bring
We’re looking for someone who is:
- Passionate about financial planning and client service
- Skilled in communicating advice clearly and concisely
- Proficient in tools such as Xplan, Voyant, FE Analytics, and MS Office
- Detail-oriented, focused, and eager to learn
- A team player with a positive, solution-focused attitude
- Knowledgeable across a broad range of financial products and advice areas
- Committed to ethical standards and professional development
What’s on Offer
- A supportive and inclusive team culture
- Opportunities for career progression and continuous learning
- Hybrid working arrangements
- Access to technical seminars and industry events
- The chance to make a real difference in clients’ lives
If you’re ready to take the next step in your financial planning career and contribute to a firm that values integrity, innovation, and impact—we’d love to hear from you.
Email to Ursula at Financial Divisions.
