Frazer James
Associate Financial Planner
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Associate Financial Planner | Pathway to Lead Financial Planner
Looking for a role where you can focus on doing financial planning properly, build meaningful client relationships and continue developing as a Financial Planner?
This is an opportunity to work directly alongside our Managing Director, helping to onboard new clients and advise existing ones, with structured support, training and mentorship as you transition to a Lead Financial Planner.
What’s In It For You?
Our package is designed to reward great work, invest in your development, support your wellbeing and give you genuine flexibility.
- Salary: £57,500–£72,500, depending on experience
- Growth allowance: 5% of salary each year for personal and professional development
- Wellbeing allowance: 4% of salary paid as a cash allowance to support your wellbeing
- Annual bonus: Up to 5% of salary
- Reduced working week: 35.5 hours, including a 3pm finish every Friday
- Remote working: Work remotely anywhere within the UK, with flexible working hours
- Work abroad: Work overseas for up to 90 days each year
- Pension: Employer contributions matched up to 7% of full salary
- Holiday: 24 days + bank holidays + your birthday + additional long-service leave, with the option to purchase more
- Sabbatical: One fully paid month every three years
- Health plan: Annual health screening + medical cash plan
- Professional development: Professional exams and relevant training are fully funded
- Charity days: Up to two paid charity days with the team each year
As a remote-first team, we primarily work from home, but come together in the South West for quarterly team days.
Career Progression
We offer a clear, structured pathway from Associate Financial Planner to Lead Financial Planner.
- Associate Financial Planner: £57,500–£72,500 base salary, depending on experience
- Lead Financial Planner: A higher compensation range, with further progression as your responsibility, capability and contribution grow
Our career pathway provides substantial long-term earning potential without relying on sales targets or commission.
About The Role
This role is designed for an experienced, client-facing financial planning professional who wants to develop into a Lead Financial Planner. You may already hold a Financial Adviser or Financial Planner title elsewhere, but lack the structure, support or clear pathway to progress your career.
During the first 12 months, you'll work predominantly alongside our Managing Director and Certified Financial Planner. You'll help onboard new clients and advise existing ones, including some of Frazer James' most valuable and complex relationships. You'll receive structured training, coaching and mentorship throughout.
You'll build relationships with new clients from the outset, helping develop their financial plans from day one. As your capability develops, you'll progressively take greater responsibility for meetings, advice, and client relationships, with clients transitioning to your stewardship over time.
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.
The aim is for you to progress to a Lead Financial Planner role within 24 months, taking primary responsibility for your own clients, with support from a dedicated Paraplanner and Administrator.
This is a remote-first UK role, with travel to Bristol for quarterly team days and occasional client meetings.
What You’ll Be Doing
First 12 Months:
From day one, you'll be actively involved in client meetings, working alongside our Managing Director and Certified Financial Planner:
- Attending and actively contributing to new and existing client meetings.
- Playing an active role in onboarding new clients and developing their financial plans.
- Working on some of the firm's highest-value, most complex and strategically important client cases.
- Identifying planning opportunities and developing comprehensive recommendations alongside our Financial Planners and Paraplanners.
- Coordinating the implementation of advice with our wider team.
Months 12–24 – Associate Planner to Lead Planner Transition
As your capability and relationships develop, you'll progressively:
- Lead client meetings and deliver advice with appropriate support and oversight.
- Take greater ownership of financial planning recommendations and outcomes.
- Become the primary Financial Planner for clients you've already helped to onboard and advise.
- Develop the judgement and leadership required to take full responsibility for your own client relationships.
Beyond 24 months – Lead Financial Planner
Once fully transitioned, you'll take primary responsibility for your own clients, supported by a dedicated Paraplanner and Administrator. You will:
- Take end-to-end responsibility for your client relationships and their ongoing financial planning.
- Build deep, long-term relationships with clients and their families, becoming a trusted partner in their financial lives.
- Lead a dedicated Paraplanner and Administrator, setting clear expectations and maintaining high standards of client service and advice delivery.
The Ideal Candidate:
Essential Requirements:
- Financial planning experience: At least four years' experience within a UK financial advisory or financial planning firm.
- Meaningful client experience: At least two years regularly participating in client meetings in a substantive capacity.
- Financial planning approach: Experience with comprehensive financial planning and cashflow modelling rather than predominantly product-led advice.
- Qualifications: Level 4 Diploma qualified, with a willingness to work towards Certified Financial Planner status if not already achieved.
- Remote-working experience: Experience working remotely and a clear preference for continuing to work predominantly from home.
- Technical capability: Strong technical knowledge across the core areas of financial planning and confidence using technology.
- Client communication: The confidence, credibility and interpersonal skills to build trusted relationships and contribute effectively to new-client conversations.
- Judgement and dependability: A considered, organised approach, strong attention to detail and a track record of following through on commitments.
- Long-term outlook: You're looking for a firm where you can build your career, take on greater responsibility and contribute to its long-term growth.
- Values: Strong alignment with our values of integrity, excellence, dependability, respect and commercial acumen.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Desirable Preferences:
- Certified Financial Planner status already achieved.
- Experience taking the lead in some client meetings or relationships.
- Previous experience across paraplanning or administration, as well as advisory work.
About Frazer James
Frazer James is a multi-award-winning independent financial planning firm. Since 2019, we've grown organically through referrals and strong client relationships, and now advise around 140 families with more than £150 million under management.
We're a small, ambitious team that cares deeply about doing financial planning properly. You'll work alongside Certified Financial Planners, Chartered Paraplanners and experienced support professionals who take pride in the quality of their work and the difference it makes to clients.
You'll join our team of eight at a pivotal stage of growth as we establish our third client team, with the opportunity to progress through the Associate pathway to become its Lead Financial Planner.
Being a small team means your contribution matters. You'll have a genuine voice in how we work, the autonomy to use your judgement, and the opportunity to help shape our proposition as Frazer James continues to grow.
Our Approach
Want to get a better feel for how we think about financial planning, our culture and what it's like to work at Frazer James? We've shared our approach on several industry podcasts:
- Financial Planner Life - https://open.spotify.com/episode/2K5hs8N2ySywEGXwtZhFMN?si=0d33280cfcea4fab
- The Financial Planning Podcast - https://open.spotify.com/episode/1u9BJ5JR8FwuAvLM62zUOA?si=099346aac2204e33
- Timeline Adviser 3.0 - https://open.spotify.com/episode/0zzlOW8trzzWcOayNqN2Ta?si=1165d42cdb434ee1
- Fell Into Financial Planning Podcast- https://www.youtube.com/watch?v=Uic23NxyuJ0
“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
Location