{bc}
Apply
pinpoint

Associate Financial Planner

Moore Kingston Smith
London, GBR
Full-time
Mid
Hybrid
GBP 42000-47500 yearly / year
Discovered 1 months ago

Full Job Posting

Key Responsibilities

  • Support Chartered Financial Planners in delivering high‑quality, holistic financial planning advice to a portfolio of clients
  • Undertake technical financial planning research and analysis, including cashflow modelling and suitability reporting
  • Assist with the preparation of recommendations, annual reviews and ongoing client servicing
  • Support client onboarding, including fact finds, analysis, documentation and engagement letters
  • Build and develop strong relationships with clients, contributing to trusted adviser status over time
  • Attend client meetings and annual reviews where appropriate, increasing exposure to client relationships
  • Assist with proposals, fee discussions and engagement management, in line with firm procedures
  • Support business development activity, including prospect meetings, presentations and cross‑selling opportunities
  • Collaborate closely with advisers, client service teams and wider colleagues to deliver an excellent client experience
  • Ensure all work meets regulatory, compliance and quality standards

Skills, Knowledge and Expertise

  • Must hold appropriate regulatory qualification at QCF Level 4 (ie Diploma in Financial Planning).
  • Commitment to achieving Chartered Financial Planner status.
  • Experience within a paraplanning role.
  • Demonstrable technical knowledge of financial planning processes, including products, funds, pensions, markets, appropriate financial instruments.
  • Strong understanding of regulatory requirements and restrictions relating to regulated and non‑regulated activities, including the appropriate application of these requirements to clients and authorisation boundaries.
  • Ability to articulate and agree appropriate fees with clients, ensuring clients fully understand what they are paying for.
  • Proven project management capability and experience.
  • IT literate – Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/databases
  • Commercial awareness and willingness to learn, demonstrated through relevant industry exams, CPD, and an ongoing understanding of industry, market and regulatory developments.
  • Excellent organisational skills, with the ability to manage multiple tasks, work to tight deadlines and prioritise effectively.
  • Ability to adapt, work under pressure, solve problems and develop practical, workable solutions.
  • High level of accuracy and attention to detail across all areas of work, with the ability to produce high‑quality, well‑structured documentation.
  • Strong commitment to delivering fair client outcomes and ensuring that customers are treated fairly at all times.
  • Service and sales orientated, delivering outstanding customer service, translating client needs into engagements, demonstrating commercial awareness, and developing and maintaining strong internal and external client relationships.
  • Strong verbal and written communication and presentation skills at all levels, both internally and externally.

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at Moore Kingston Smith

Audit Apprenticeship (AAT) - Romford - March 2027

Romford, GBR

Discovered 2 weeks agoFull Time, Internship

Audit Apprenticeship (AAT) - St Albans - March 2027

St Albans, GBR

Discovered 2 weeks agoFull Time, Internship

VAT Manager

London, GBR

Discovered 2 weeks agoFull-time

Audit Technical Trainer

London, GBR

Discovered 2 weeks agoFull-time

Tax Senior Manager - Private Client

London, GBR

Discovered 2 weeks agoFull-time

Tronc Services Administrator

St Albans, GBR

Discovered 2 weeks agoFull-time

Audit Supervisor

Romford, GBR

Discovered 3 weeks agoFull-time

Private Client Tax Manager

Romford, GBR

Discovered 3 weeks agoFull-time