Affinity Financial Management
Associate Financial Planner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Company Description
Affinity Financial Management is dedicated to making regulated financial advice open & accessible to all.
The firm operates with a strong ethical foundation, built on the premise that quality financial guidance should not be limited to the wealthy.
With a people-oriented approach, Affinity Financial Management focuses on tailored solutions designed around each client’s specific needs and best interests.
Team members are encouraged to build trust-based relationships and provide clear, responsible advice that supports long-term financial well-being.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Role Description
This full-time Associate Financial Planner role is an on-site position based in Carmarthen. The Associate Financial Planner will support senior planners in preparing bespoke financial solutions, including mortgage, protection, and wealth management strategies.
Full Training and Qualification support will be provided.
The successful candidate will collaborate closely with colleagues to deliver client-centered solutions and contribute to a positive, professional office environment.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
This role is designed for ambitious individuals starting their career in financial services.
You'll receive full training, support through industry qualifications, and hands-on experience across Mortgages, Protection, and wider business operations.
What we look for
This role is designed for ambitious individuals starting their career in financial services.
- Strong academic background
- Curiosity and willingness to learn
- Excellent communication skills
- A genuine interest in financial services
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills