https://jobs.co.uk/job/associate-financial-planner-capio-recruitment-financial-planning--b4109ec9-f57b-432c-82fc-3fa8567f5261 RSS feed for Associate Financial Planner at Capio Recruitment Financial Planning. en-gb Sat, 22 Aug 2026 05:19:28 GMT https://jobs.co.uk/job/associate-financial-planner-capio-recruitment-financial-planning--b4109ec9-f57b-432c-82fc-3fa8567f5261 https://jobs.co.uk/job/associate-financial-planner-capio-recruitment-financial-planning--b4109ec9-f57b-432c-82fc-3fa8567f5261 Fri, 21 Aug 2026 11:52:22 GMT Location: London | Salary: 40000.00-40000.00 Annual | Type: Permanent | About the Company:An established wealth management and financial planning business is expanding its Financial Planning Associate team across several UK offices. The firm provides holistic financial planning and investment support to private clients, with Associates working closely alongside experienced Wealth Planners and senior office leaders.Role Summary:This is a strong progression opportunity for a technically capable Paraplanner who wants to become more involved in the client relationship and advice process.Rather than remaining purely report-focused, you''ll work closely with an Adviser, attend client meetings and reviews, contribute your views on appropriate planning strategies and help present cashflow forecasts to clients.The role combines the technical foundations of paraplanning with greater exposure to clients, creating a natural next step for someone looking to develop towards a more advice-led position.Key Responsibilities: • Client Meetings and Reviews: Attend meetings alongside experienced Advisers, building your confidence and exposure to client-facing financial planning. • Cashflow Planning: Produce and explain financial planning forecasts using tools such as Voya... Permanent