Associate Planner - Studentjob.co.uk

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Jobster City Of London, England, United Kingdom

Associate Planner - Studentjob.co.uk

Jobster City Of London, England, United Kingdom

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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:


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.

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Apply
Location:
City Of London, England, United Kingdom
Salary:
£60,000 - £80,000
Job Type:
PartTime
Category:
Management & Operations

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