Associate Financial Planner

About our client

An expanding boutique financial planning business with an opportunity for an Associate Financial Planner to offer true client-centric, high-quality financial planning advice with a goals-based lifestyle focus.

This trusted advice firm offers independent and holistic planning across financial planning and tax planning to wealthy families and business owners.

Role description

Work closely with an existing partner of the firm to develop and fine-tune your Financial Planning skills and offer long-term advice to clients. Inherit a high-quality and valuable client portfolio.

Requirements

Will suit a Junior Financial Planner or Associate Financial Planner. Level 4 diploma with the goal of becoming Level 6/chartered. An appreciation for cash flow and goals-focused financial planning.