Wealth Planning Associate

Wealth Planning Associate

Location: Blackpool, hybrid after probation
Job Type: Permanent
Salary: up to £50K depending on experience + competitive benefits
Working Hours: Monday to Friday, 8:30am – 5:00pm

Associate, Wealth Planner – Client Dealing

Hawk3 talent solutions are partnering with a leading UK wealth management and investment firm to recruit an Wealth Planning Associate to join their Wealth Planning team based in Blackpool.

This is an excellent opportunity for someone looking to develop a long-term career within wealth planning and financial advice. The successful candidate will work closely with experienced Wealth Planners, gaining valuable exposure to client relationships, paraplanning and financial planning, with the opportunity to progress towards becoming a qualified Wealth Planner.

Our client provides bespoke wealth management, investment and financial planning services to private individuals, families and businesses. They pride themselves on delivering excellent client outcomes, building long-term relationships and providing tailored financial solutions.

The Role

As a Wealth Planning Associate, you will provide a combination of client support, paraplanning and wealth planning administration, working closely with senior Wealth Planners to ensure clients receive a high standard of service.

You will have the opportunity to develop your technical knowledge, client relationship and commercial skills while working towards increased responsibility and progression within Wealth Planning.

This role is ideal for a motivated Paraplanner or Wealth Planning professional looking to broaden their technical, client-facing and commercial experience, with a clear pathway toward becoming a qualified Financial Planner.

Key Responsibilities

• Provide day-to-day support to Wealth Planners and the wider Wealth Planning team.
• Act as a first point of contact for clients, handling general queries and escalating more complex matters appropriately.
• Coordinate client meetings, valuations, meeting packs and Wealth Planner diaries.
• Prepare and process client onboarding and new account documentation, including CDD and AML requirements.
• Prepare client application forms, letters of authority and other relevant documentation.
• Complete post-meeting actions, correspondence and meeting minutes.
• Maintain accurate client records and information within XPlan and other internal systems.
• Assist with billing, invoices, WIP, commissions and other finance-related queries.
• Undertake paraplanning activities to support Wealth Planners.
• Conduct relevant financial planning and product research to support client recommendations.
• Complete calculations and cash-flow modelling where required.
• Draft suitability reports, letters and other client communications for review by Wealth Planners.
• Ensure client communications are clear, fair and not misleading.
• Prepare technical documents and research for client presentations.
• Identify potential future advice opportunities and highlight these to the relevant Wealth Planner.
• Support new business processing, valuations and wider wealth planning administration.
• Collaborate with Investment Managers, Intermediaries and other internal teams.
• Contribute to process improvement and wider business projects.
• Develop a strong understanding of regulatory requirements and maintain FCA Fitness & Propriety standards.
• Maintain relevant CPD and continue developing technical knowledge within financial planning.
• Develop commercial skills, including effective questioning, relationship building, referrals and pipeline management.

About You

We're looking for someone who is ambitious, organised and keen to build a long-term career within wealth planning and financial advice.

You'll ideally have:

• Previous experience within financial services, wealth management, financial planning or a related professional services environment would be advantageous.
• A genuine interest in developing a career within financial planning and wealth management.
• Strong numerical and analytical skills with excellent attention to detail.
• Excellent written and verbal communication skills.
• Strong organisational and time-management abilities.
• A professional and client-focused approach.
• The ability to build strong relationships with clients and colleagues.
• The ability to work independently while also collaborating effectively within a team.
• Good knowledge of Microsoft Word, Excel and PowerPoint.
• Experience with XPlan or other financial planning systems would be advantageous.
• A commitment to achieving the RQF Level 4 Diploma in Regulated Financial Planning, with the longer-term ambition to progress towards the Advanced Diploma and Chartered Financial Planner status.
• A proactive, commercial and adaptable approach to your work.

What's on Offer

This is an excellent opportunity to build a long-term career within a leading wealth management business, with genuine opportunities to develop your technical, client-facing and commercial skills and progress towards becoming a qualified Wealth Planner.

Alongside a competitive salary and benefits package, you'll benefit from:

• 25 days' annual leave, increasing with length of service.
• Generous company pension with up to 7.5% employer matching contributions.
• Private Medical Insurance from day one, covering you and your family.
• Medical Cash Plan covering areas including dental, optical and physiotherapy.
• Life Assurance of four times your annual salary.
• Income Protection providing financial support during long-term illness.
• Share Incentive Plan, with company matched shares following qualifying service.
• Enhanced family-friendly benefits, including enhanced maternity and paid paternity leave.
• Electric Car Scheme and Cycle to Work Scheme.
• Interest-free Season Ticket Loan.
• Employee Assistance Programme and dedicated Mental Health Champions.
• Annual Flu Jabs, Wellness initiatives and Eye Care Vouchers.
• Access to discounted investment services.
• Mentoring opportunities and ongoing professional development.
• Diversity, Equity & Inclusion initiatives.
• Flexible 'Dress for Your Day' policy.

If you're looking to develop your career within wealth planning and financial advice and want to join a professional organisation that genuinely invests in its people, we'd love to hear from you.