Financial Planning Associate

junior

Posted 1mo ago · via Teamtailor

About this role

Career You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial Planner within a growing, ambitious firm. About the role This role is centred around client relationship management and adviser development. You will work closely with a senior Financial Planner with a substantial and fast‑growing client base, gaining exposure to high‑net‑worth clients and complex planning scenarios. Over an expected two to three year development period, you will be mentored and coached directly by the adviser.…

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reqspace match rubric

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1

Skills match

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2

Level fit

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3

Domain experience

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4

Recency

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5

Location fit

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