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Associate Planner

Associate Planner

Allerton Park Recruitment Solutions

Posted 20 hours ago, valid for a month

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

A high-quality Chartered Financial Planning Practice is seeking an Associate Planner with a salary ranging from basic to £65,000 plus bonuses and full benefits.
The role has been created due to internal promotion and involves supporting a Senior Financial Planner and managing High Net Worth clients.
Key responsibilities include technical support, client relationship management, meeting preparation, cash flow modeling, report writing, and research.
Candidates must have at least 3 years of dedicated Paraplanning experience and possess a Diploma in Financial Planning.
The company offers full exam and personal development support along with various development opportunities.

Paraplanner - Basic to £65,000k + Bonus, Full Benefits, Hybrid and Flexible Working Policy.

A high quality and award winning Chartered Financial Planning Practice is looking for an additional Associate Planner to join their business.

This new role has come about as a result of internal promotion and will be working within an established Financial Planning team. Key responsibility will be to actively support a Senior Financial Planner and the HNW Clients.

Duties will include Technical support, Client relationship management including attending Client meetings, meeting preparation, cash flow modelling, report writing and research.

At least 3 years of dedicated Paraplanning experience and sound technical knowledge is required along with Diploma.

Full exam and personal development support will be provided alongside a range of development opportunities.

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