Associate Financial Planner

Location: Greater London

# Associate Financial Planner•
• City of London, South East England, GB•£45k - £50k / year
• 1w ago Financial Adviser / Client Manager Hybrid | London We are a small, growing financial planning firm with 11 people, privately owned, and in the middle of a planned transition. By 2029, the founders will step back from day to day client management, with responsibility moving to the next generation of advisers and leaders.

We are hiring an adviser who wants a long-term career, not just a seat. Someone who understands that looking after clients is still a sales role, selling the relationship, earning trust, and retaining value, even when clients are handed to you.

This is not a business development role. You will not be expected to bring a client bank with you. You will be given clients and expected to manage them properly.

The role Managing an existing client bank including lower value, high touch clients and higher value clients who genuinely need planning

Ongoing client relationship management, reviews, and retention

Playing a role in firm-wide projects including:

Client charging review

Client management process review

Building a proposition for clients in their 30sWorking closely within a small team where collaboration matters

Supporting the long-term transition to a senior management team

The environment

Small firm, no corporate layers

Hybrid working: 3 days in the office, 2 at home

Core hours 10am to 4pmTeam-focused culture. No egos. No passengers.

The person

Confident without being brash

Comfortable with client-facing responsibility

Understands that even servicing existing clients requires commercial awareness

Genuinely wants a career and progression, not just a job title

Works well in a small team and contributes beyond their own desk Social media skills are a strong advantage, particularly Linked In and You Tube
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