Associate Financial Planner
A fantastic opportunity has arisen for an ambitious Associate Financial Planner to join a highly respected, national wealth management firm, delivering personalised advice to a broad range of clients across the UK. With several billion pounds in assets under management and a reputation for client-first service, the firm is expanding its South West operation and is looking for a talented individual to step straight into a full advisory role.This is a hands-on position from day one. The successful candidate will be fully responsible for providing advice to both new and existing clients, supported by a team of experienced professionals, extensive client referrals and high-quality training resources. You will have the opportunity to manage your own client relationships, convert leads into long-term advisory partnerships, and play a key role in the continued growth of the South West division.The RoleAs an Associate Financial Planner, you will:Provide holistic financial planning advice directly to clients, both new and existingDeliver an exceptional level of service aligned with a relationship-driven modelManage your own client meetings and follow-ups, converting opportunities into long-term advisory relationshipsWork with a pipeline of warm leads and introducer referrals, ensuring a strong client flow from day oneIdentify and develop new business opportunities to support regional growthPlay a key role in expanding the South West operationAbout YouThe ideal candidate will have a co
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!