Financial Planning Associate - East Midlands
HybridNottingham, England, United Kingdom
Job Summary
Manage day-to-day client relationships, ensuring all requests are handled promptly and proactively. Prepare for, attend, and follow up on client meetings, ensuring all post-meeting actions are completed. Review existing financial plans to ensure they continue to meet client needs and write financial planning reports as part of the onboarding process. Review suitability reports and provide technical input for client meetings, while also preparing detailed cashflow reports. Liaise with the admin and paraplanning teams to ensure work progresses smoothly and support occasional suitability report writing during peak periods. Use AI-driven systems, including Saturn, to support analysis, modelling, and workflow efficiency. Over an expected 2+ years' development period, you will be mentored and coached directly by the Head of Office and Financial Planners, building practical skills to transition into an adviser role.
Required Qualifications
- Level 4 qualified (through CII) in Financial Planning
- Strong understanding of financial planning processes and client service
- Technical capability across pensions, tax, cashflow modelling, and financial planning research
- Excellent communication skills and confidence engaging with clients
- Strong organisational skills and the ability to manage multiple priorities
- Experience with CRM systems (we use Xplan)
- strong Excel skills
Desired Qualifications
- 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
- You will be mentored and coached directly by the Head of Office and Financial Planners
- You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role
- Manage day‐to‐day client relationships, ensuring all requests are handled promptly and proactively
- Prepare for, attend, and follow up on client meetings, ensuring all post‐meeting actions are completed
- Review existing financial plans to ensure they continue to meet client needs
- Write financial planning reports as part of the onboarding process
- Review suitability reports and provide technical input for client meetings
- Prepare detailed cashflow reports
- Liaise with the admin and paraplanning teams to ensure work progresses smoothly
- Support occasional suitability report writing during peak periods
- Attend networking events and begin building your professional profile
- Use AI‐driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work
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