Trainee Financial Advisor

Associate Financial PlannerJoin our team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). We are committed to a client-first approach, ethical practice, and continuous professional development. We are looking for an Associate Financial Planner to work closely with experienced Chartered Financial Planners to deliver high-quality financial planning and wealth management advice to high-net-worth individuals and other clients.Day-to-day of the role:Collaborate with Chartered Financial Planners to support 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 suitability reports ensuring compliance, technical correctness, and quality.Provide technical support and qualified knowledge to the financial planning team.Manage client onboarding, engagement, and ongoing servicing including annual reviews.Support business development activities and the profitable growth of the business.Required Skills and Qualifications:Must hold appropriate regulatory qualification at QCF Level 4 (e.g., Diploma in Financial Planning).Commitment to achieving Chartered Financial Planner status.Experience within a paraplanning role.Demonstrable technical knowledge of financial planning processes, including products, funds, pensions, and markets.Strong understanding of regulatory requirements and ..... full job details .....