Job Description
If you have experience in financial services and are ready to advance your career, this Financial Planning Associate opportunity could be perfect for you. Quilter Financial Planning, a respected name in the industry, is partnering with David James Wealth in Woodbridge, Suffolk, to offer an employed role for a motivated individual. As a Financial Planning Associate, you’ll work closely with experienced advisers, gaining valuable exposure to financial planning processes while supporting client-focused strategies.
Why Join as a Financial Planning Associate?
This is an ideal opportunity for anyone aspiring to build a long-term career in wealth management. As a Financial Planning Associate, you’ll be part of a supportive, knowledgeable team, helping create financial plans that align with clients’ values, goals, and current circumstances. This role offers structured career progression and valuable mentorship to develop your professional skills.
Financial Planning Associate Key Responsibilities
-
Engage with clients to gather key financial information and understand their goals and financial circumstances.
-
Assist in creating tailored financial strategies to help clients grow, manage, and protect their wealth.
-
Support the financial planning process by tracking client progress and making necessary adjustments.
-
Work towards your Level 4 Diploma in Financial Advice with guidance from experienced mentors.
-
Build expertise in client care, financial analysis, and solution implementation.
-
Gain hands-on experience in one of the UK’s leading financial services firms.
What We’re Looking for in a Financial Planning Associate
-
Minimum 2 years’ experience within the financial planning industry.
-
Strong IT skills and a proactive, client-focused attitude.
-
Commitment to achieving the Level 4 Diploma in Financial Advice.
-
Strong communication, organisational, and interpersonal skills.
-
Enthusiastic about learning and developing within a professional environment.
APPLY