Associate Financial Planner Associate Financial Planner …

Goodman Masson
in London, United Kingdom
Permanent, Full time
Last application, 27 Nov 21
Goodman Masson
in London, United Kingdom
Permanent, Full time
Last application, 27 Nov 21
Associate Financial Planner, UK Wealth Manager, London Salary - £38,000 - £47,000 (depending on experience) + bonus Our client is a progressive wealth management firm that through acquisitions and growth are expanding their leading financial planning. In this position you will join a growing team with excellent career progression and development opportunities.


  • Working with Senior Financial Planners and Client Relationship Manager to deliver advice to clients.
  • Ensure all work complies with regulatory and legal policies, both internally and externally.
  • Building relationships with clients, alongside financial planners and relationship managers.
  • Build and execute client service strategies, ensuring that client work is completed to the highest standard.
  • Train and teach more junior members of the team.

Key Competencies

  • Commitment to the business.
  • Positive attitude with the willingness to develop your skill set.
  • Excellent written and communication skills.
  • Ability to deliver work in a timely and efficient manner.

Experience & Qualifications

  • CII Diploma in Financial Planning (or near completion).
  • Previous success in working with advisory teams.
  • Knowledge and confidence in dealing with client queries.
  • Experience in preparing and supporting client meetings.
Company Overview

With a team of over 200 and growing every day, Goodman Masson is one of London’s specialist Finance and Technology recruitment businesses. Voted ‘Best Recruitment Company to Work For’ in 2018, our passion for what we do is clear.

Based in London, Düsseldorf and New York, we hold annual revenues exceeding £42 million. This includes Qualified & Part-Qualified / Transactional Finance, Actuarial & Investment Management, Audit, Banking Operations, Compliance & Financial Crime, Front Office, Housing Development, Information & Cyber Security, Technology, Digital & Data, Product Control & Valuations, Projects, Change & Transformation, Risk & Regulation, Tax and Treasury.

We also have a Solutions team who provide RPO, hybrid and volume recruitment services. Alongside this, Goodman Masson have developed an Executive Search team who focus on sourcing C-suite talent to fee earning Legal partners.


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