Independent Chartered IFA

Join a highly respected independent chartered IFA firm as an Associate Financial Planner, supporting a senior adviser in delivering exceptional service to a portfolio of high-net-worth clients.

�? The Role

• Act as a key client-facing support, assisting with factfinding, cashflow modelling, and attending client meetings
• Conduct in-depth market research and help formulate tailored financial planning recommendations
• Collaborate closely with the adviser to ensure favourable client outcomes and a seamless journey
• Play a pivotal role in helping clients achieve their financial goals and objectives

�? About You

• Diploma qualified (Level 4) in Financial Planning (essential)
• Ideally working towards Chartered status
• Strong technical background—perfect for a paraplanner ready to step into a more client-facing role
• Passionate about building relationships and delivering holistic financial advice

?? What’s on Offer

• Clear progression path to Adviser
• Supportive, collaborative team culture
• Hybrid working for better work-life balance
• Competitive salary up to £65k, plus discretionary bonus and excellent benefits

Please contact Ursula at Financial Divisions