Financial Planning Associate

Are you driven by detail and passionate about helping people achieve financial security? We're looking for a proactive Financial Planning Associate to join our clients energetic Horsham team. Working alongside five talented consultants, you'll play a vital role in shaping smart, tailored financial strategies while ensuring clients receive the highest level of service.

What You'll Do

• Collaborate with advisors to design innovative financial strategies and investment reports.
• Dive deep into client financials assets, investments, income, and protection plans to build clear, future-focused insights.
• Create financial forecasts, retirement plans, and risk assessments using Voyant.
• Research and evaluate financial products to back up advisor recommendations.
• Keep everything compliant, accurate, and up to date within our CRM systems.
• Be the backbone of advisor operations, ensuring smooth, efficient delivery to clients.

What You Bring

• A solid background in financial advisory or wealth management.
• Broad knowledge of financial products and planning approaches.
• A sharp analytical mind with meticulous attention to detail.
• Clear, confident communication skills both written and spoken.
• The ability to balance multiple projects with a calm, organised approach.

Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy.