OverviewWe are seeking a talented Financial Planning Associate to join a growing financial planning team. This is a client-facing support role working closely with financial planners to deliver high-quality advice, write suitability reports, and ensure smooth implementation of recommendations. The role offers excellent exposure, technical development, and career progression.Core ResponsibilitiesSupport financial planners by analysing client situations, identifying planning opportunities, and suggesting next steps.Prepare for and attend client meetings, updating fact finds, writing meeting notes, and coordinating follow-up actions.Build strong client relationships as a secondary point of contact.Research financial solutions to meet client needs.Draft clear, compliant suitability reports across pensions, investments, retirement income, inheritance tax, and alternative investments (VCTs/EISs).Collaborate with administrators to ensure accurate implementation of advice.Support cashflow modelling and client presentations.Maintain records and research on Xplan, ensuring accuracy and compliance.Contribute to improving financial planning processes and team best practice.Act as a technical resource for colleagues and attend technical seminars to stay up to date.Minimum of 3+ years’ experience in paraplanning or financial planning support.Strong understanding of financial planning products and regulations.Excellent report-writing skills with the ability to simplify complex advice.Strong attention to detail, organisational skills, and accuracy.Confident communicator with excellent verbal and written skills.Proficiency in Xplan, Voyant, FE Analytics, and MS Office (or similar systems).Positive, proactive, and solutions-driven attitude. #J-18808-Ljbffr