Associate Planner in London Area

Job description

Associate Planner / Paraplanner – Independent Ethical IFA

London| Hybrid Working Available

Salary up to £65k + Exceptional Career Progression

Are you a Level 4 qualified Paraplanner with a passion for ethical financial planning and a drive to work towards Chartered status? Join an award-winning, truly client-centric Independent Financial Advisory firm that’s built its reputation on trust, integrity, and holistic advice.

About them

Proudly independent firm with long-standing relationships built over decades. Mission is to offer transparent, ethical financial guidance that empowers clients through every stage of their journey. Financial planners go beyond the numbers to deliver bespoke advice that puts client wellbeing first—and we invest in our team the same way.

The Role

As Associate Planner, you’ll work in close partnership with a Senior Adviser, supporting and attending client meetings, and becoming an integral part of their financial journey. You’ll play a hands-on role in:

• Crafting tailored suitability reports
• Conducting in-depth research and presenting recommendations
• Assisting with cashflow modelling and portfolio construction
• Delivering a service that reflects genuine care and personalisation

We’re seeking someone who is:

✅ Level 4 diploma qualified

✅ On the pathway to Chartered status

✅ Detail-oriented, inquisitive, and passionate about delivering value

✅ A collaborator who thrives in a caring and ethical environment

Why Join?

Career growth: Structured support to achieve Chartered status

A supportive culture: Work with professionals who care deeply about each other and their clients

Client-first ethos: Real relationships, not just transactions

Industry recognition: Our values are our strength—and they’re recognised in the industry

If you’re ready to make a meaningful impact while growing in a firm that values both its clients and its people, we’d love to hear from you.

Apply now and be part of something purpose-driven.

Extra information

Status

Open

Education Level

Secondary School

Location

London Area

Type of Contract

Part-time jobs

Published at

17-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English