Associate Financial Planner

Associate Financial Planner (Remote – UK)Strategic Wealth Partners | Kingston upon Thames Why this role?Strategic Wealth Partners is growing and we need another technically strong, client-first planner to help us deliver exceptional advice. You will work directly with our Managing Director, own the full advice process and have a clear path to become Lead Financial Planner. About Strategic Wealth PartnersBoutique, CISI-Chartered financial-planning firm£65 million assets under management, 60+ client families nationwideTech-enabled approach via our proprietary Strategic Wealth PortalCulture built on integrity, collaboration and long-term thinkingWhat you will doPrepare, attend and follow up on client meetings with the MDBuild net-worth statements, cash-flow models and holistic financial plansIdentify planning opportunities, perform calculations and craft recommendationsResearch products and investments, documenting due diligence and suitabilityCo-write compliant advice reports with our paraplannerOwn file accuracy and compliance; coordinate smooth implementationSupport onboarding, annual review prep and ongoing client relationshipsWhat you bringLocation: Based in the United KingdomExperience: 3–10 years paraplanning with full case-management responsibilityRelationships: experienced in dealing directly with clients, striving for excellence, alwaysQualifications: Level 4 Diploma (or near completion) and ambition for CFP statusRemote discipline: Proven self-management and deadline delivery from homeSkills: Highly organised, analytical, clear communicator, detail-focused, proactiveOur valuesSay It Straight • Raise the Bar • Keep Our Word • Time Is Precious • In It Together • Think Long TermBenefitsSalary £40k–£50k (DOE) plus profit-share after probation5 % matched employer pension20 days annual leave rising to 25 (plus bank holidays, Christmas closure and birthday day off)Group life insurance and health cash plan after probationFully funded professional development and examsQuarterly in-person team days in Kingston or at industry eventsReady to join us?Hit the Apply button on LinkedIn to share your CV. Due to the very high amount of applications we aim to come back to everyone, but sometimes this is just not possible. If you think that you are a genuine fit and we have overlooked you, please do not hesitate to drop me a message. Thanks for your understanding and best of luck in finding your next best fit. Thank You. Mark

Created: 2025-08-04