Career Profile
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Associate Financial Planner
Average Salary: £35k - £45k + Benefits
This is a career profile and not an available role. This page helps you understand what is required of you, what skills you might need and what employment package you can expect of this type of role.
We are looking to recruit an Associate Financial Planner to join a forward-thinking Financial Services Firm on a full-time, permanent basis. Based in a stunning location in Truro, you will be delivering financial plans and advice to both prospective and pre-existing private clients. As a minimum requirement, you should hold the Diploma in Regulated Financial Planning or possess equivalent experience/qualifications.
The Benefits:
- Competitive Salary
- Supportive working environment
If this type of role is interesting to you, you can register now and input your CV details to be notified when something becomes available
What will you be doing as an Associate Financial Planner?
- Learning and absorbing all aspects of the firm’s financial planning proposition and delivering independent financial advice to private clients which meets internal and regulatory standards.
- Sitting further Chartered Insurance Institute (CII) qualifications with an ultimate view to obtaining the Advanced Diploma in Financial Planning.
- Developing appropriate technical and market knowledge in order to assist Private Client Financial Planners in providing advice.
Skills/Qualifications of an Associate Financial Planner?
- You should possess the Diploma in Regulated Financial Planning or an equivalent qualification as a minimum.
- You should have thorough existing knowledge on areas such as protection, asset allocation, risk profiling, mortgages, and pensions.
- Impeccable written and verbal communication skills.
- Excellent numerical and analytical skills.
- A pro-active approach to work with good use of initiative.
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