Capio Recruitment Financial Planning
Associate Wealth Manager/Junior Financial Planner
Northampton
£40,000 – £50,000 DOE + Discretionary Bonus
Clear Path to Advising | Study Support to Chartered | PMI, IP, DIS | Gym Membership | Onsite Parking | Generous Pension
The Opportunity
We are working with a growing and highly ambitious Chartered Wealth Management firm is seeking an Associate Wealth Manager to join its Northampton-based team.
This is a unique opportunity for an experienced Paraplanner or Associate Adviser looking to take the next step towards becoming a Financial Planner. You'll receive structured mentoring, technical training and client exposure, with a clear pathway into a Wealth Manager position.
Working closely with Senior and Chartered Wealth Managers, you will play a key role in supporting the advice process, preparing recommendations, conducting research and attending client meetings whilst developing your own client-facing skills to inherit clients in the near future.
About You
- Diploma qualified, ideally working towards Chartered
- Experience within a Paraplanning or similar technical financial planning role
- Strong understanding of pensions, investments and financial planning solutions
- Excellent attention to detail and report-writing skills
- Ambitious, professional and keen to progress towards a client-facing advisory career
- Strong communication and relationship-building skills
This role offers a genuine route into Financial Planning, with a structured development programme designed to help you build technical expertise, gain client exposure and ultimately progress into a Wealth Manager position. You'll join a collaborative environment where personal development is actively encouraged and supported.
To apply for this job please visit www.reed.co.uk.
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