Davies Talent Solutions
Financial Planning Analyst
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Financial Planning Associate
A route into financial advice
Are you Level 4 qualified and looking for more than a traditional paraplanning or technical support role? This is an opportunity to join a modern, growing wealth management firm that is investing heavily in the next generation of Financial Planners. Working directly alongside a successful Senior Adviser, you'll gain hands-on experience with clients, develop your technical expertise, and follow a structured pathway towards becoming a Financial Planner.
If your long-term goal is to advise clients rather than remain behind the scenes, this could be the career move you're looking for.
The Role
As a Financial Planning Associate, you'll become a key part of the client journey, supporting a Senior Financial Planner while developing the commercial, technical and interpersonal skills needed to progress into advice.
This role offers significantly more client interaction than many traditional planning support positions, providing exposure to high-net-worth individuals, complex planning needs and real-world advisory situations.
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With mentoring, coaching and structured development over a two to three-year period, you'll gain the confidence and experience required to build a successful career as a Financial Planner.
What You'll Be Doing
- Acting as a key contact for clients and supporting ongoing relationships
- Preparing for and attending client meetings
- Following up on agreed actions and recommendations
- Reviewing existing financial plans and client objectives
- Producing financial planning and recommendation reports
- Preparing cashflow modelling and planning analysis
- Supporting suitability report reviews and technical research
- Working closely with administration and paraplanning teams
- Developing an understanding of business development and networking
- Leveraging AI-powered planning tools and technology to enhance client outcomes and improve efficiency
What We're Looking For
- CII Level 4 Diploma in Financial Planning
- Experience within a financial planning, wealth management or adviser support environment
- Good technical knowledge of pensions, investments, tax planning and protection
- Experience producing or supporting financial planning reports
- Strong interpersonal and communication skills
- A proactive, ambitious attitude and a desire to build a career in advice
- Experience with CRM systems (Xplan experience advantageous)
- Strong analytical and Excel skills
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Why Join?
- Dedicated mentoring from an experienced Senior Financial Planner
- Structured pathway towards becoming a Financial Adviser
- Exposure to high-net-worth clients and complex planning cases
- Genuine client-facing experience from day one
- Collaborative and supportive culture
- Access to innovative technology and AI-driven planning tools
- Long-term career progression within a growing firm
Benefits
- 26 days annual leave plus bank holidays
- 6% employer pension contribution
- Private Medical Insurance
- Life Assurance (4x salary)
- Group Income Protection
- Work From Anywhere policy
- Ongoing professional development and support towards your career goals
“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
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