Associate Financial Planner

Associate Financial Planner - Northampton - Up to £50,000Benefits:Pension contributions matched at 6% (increases to 8% after successful probation)PMI, PHI, and Death in Service schemes after probationOnsite parking and gym facilitiesHoliday tradingCash plansChildcare vouchersEmployee assistance program (EAP)Cycle to work schemesDental Insurance Travel InsuranceDiscount / purchase schemes25 days holidays plus bank holidaysRole Overview:As an associate financial planner, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to thrive in the wealth management industry. Working closely with our Senior Wealth Managers and Chartered Wealth Managers, you will gain invaluable experience while being mentored by seasoned professionals. The role will involve supporting Wealth Managers, assisting in client relationship management, and gradually building your own client portfolio. This position offers a unique opportunity for personal and professional growth, with the ultimate aim of progressing to the role of Wealth Manager upon completion of specified qualifications and training milestones.General Duties:Attend meetings with CEO, Wealth Managers, and clients, ensuring accurate record-keeping and facilitating necessary paperwork.Collaborate with CF30 qualified advisers to gather data and create strategic planning documents.Assist in report research and documentation, ensuring compliance with regulatory standards.Conduct ..... full job details .....