Associate Financial Planner

Associate Financial Planner Are you an experienced Paraplanner or Associate Financial Planner looking to take the next step in your career with a highly respected financial planning firm? We''re seeking a technically strong and client-focused Associate Financial Planner to join our growing team. This is an excellent opportunity to work closely with Financial Planners, helping deliver exceptional advice and outstanding client experiences. In this role, you''ll become a trusted partner to both advisers and clients, supporting the full financial planning process from meeting preparation through to implementation and ongoing client service. You''ll be involved in cashflow modelling, technical research, report writing and maintaining meaningful client relationships between annual reviews. What you''ll be doing Supporting Financial Planners with client meeting preparation and follow-up Producing high-quality suitability reports and client communications Maintaining accurate financial planning and cashflow modelling records Attending client meetings and providing technical input where appropriate Acting as a key point of contact for clients and professional connections Identifying planning opportunities and helping deliver excellent client outcomes What we''re looking for Experience in a paraplanning, associate planner or financial planning support role Strong technical knowledge across pensions, investments and financial planning Experience using cashflow modelling software, ..... full job details .....