https://jobs.co.uk/job/associate-financial-planner-berkshire-bwd-search-selection--5ce6e86e-a940-457a-aa98-07f1155703a7 RSS feed for Associate Financial Planner Berkshire at BWD Search & Selection. en-gb Wed, 24 Jun 2026 22:05:59 GMT https://jobs.co.uk/job/associate-financial-planner-berkshire-bwd-search-selection--5ce6e86e-a940-457a-aa98-07f1155703a7 https://jobs.co.uk/job/associate-financial-planner-berkshire-bwd-search-selection--5ce6e86e-a940-457a-aa98-07f1155703a7 Wed, 24 Jun 2026 11:52:37 GMT Location: Bracknell | Salary: 45000.00-45000.00 Annual | Type: Permanent | A well-established wealth management firm is looking to appoint an Associate Financial Planner within its Berkshire office.This role would suit either a Level 4 qualified Paraplanner looking to move into advice or a junior Financial Adviser seeking a supportive environment to continue developing their career.The successful individual will work with an existing client bank and, following the firm''s internal sign-off process, will begin advising clients and conducting review meetings. The focus is initially on servicing existing clients, with the opportunity to progress into a full Financial Planner position over time.The business offers a clear career path, strong support infrastructure and excellent long-term progression opportunities.The role:Advising and servicing an existing client baseConducting client review meetingsPreparing and presenting suitable recommendationsWorking alongside experienced Financial Planners and support staffProgressing towards a Financial Planner roleRequirements:Level 4 Diploma qualified (or close to completion)Experience within financial planning, paraplanning or wealth managementStrong communication and interpersonal skillsDesire to build a long-term ... Permanent