Associate Financial Planner

🕒 April 17

🏢🏡 London – Hybrid

💵 £42k - £47.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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Moore Kingston Smith

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💰 Private Equity Round on 2023-03

At Moore Kingston Smith, we create lasting success for our clients, people, and communities.

📋 Description

• 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

🎯 Requirements

• 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.