Associate Financial Planner (639)

Ref: 639


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.


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.


The Benefits:

  • Competitive Salary
  • Supportive working environment


Recruitment Consultant : Joanne Howell


Ref: 8378