Trainee Financial Advisor/ Financial Planner

Associate Financial Planner Annual Salary: £45000 to £53000 Location: London Job Type: Full-time This is an excellent chance to join a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). As an Associate Financial Planner, you will support the delivery of high-quality financial planning and wealth management advice to high-net-worth individuals, trustees, charities, and corporate clients. This role is ideal for individuals with paraplanning experience looking to expand their responsibilities and progress towards an advisory position. Day-to-day of the role: Collaborate with Chartered Financial Planners to manage complex and higher value client relationships. Conduct detailed research and technical analysis to support advice given by financial planners. Prepare cash flow forecasts and complex financial planning calculations. Write technically correct suitability reports in accordance with agreed recommendations and compliance requirements. Provide ongoing client servicing, including preparing for and attending annual review meetings. Support new client onboarding processes and manage client engagement documentation. Develop and maintain strong relationships with new and existing clients, aiming to become their trusted adviser. Support business development activities, including attending prospect meetings and preparing presentations. Required Skills and Qualifications: Must hold a regulatory qualification at QCF Level 4, ..... full job details .....