Associate Financial Planner Berkshire

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 career in financial planningPackage:Salary up to £55,000Discretionary bonusFull benefits packageStructured progression and development supportThis is an excellent opportunity for someone looking to take the next step into advice with a highly regarded wealth management business. ..... full job details .....