We are looking for an Associate Planner to join our team, this could suit someone looking for a new career or someone just starting out or someone with a few years of experience. What we're really looking for is someone that feels passionate about the role and financial planning.

About Emery Little

Emery Little is a third generation family-owned, chartered financial planning firm with a heritage stretching back to 1971.

We believe financial planning should go beyond numbers to focus on what truly matters – your life goals, values and aspirations. Through meaningful conversations and long-term relationships, we help you gain clarity about your financial future and build the confidence to live life with purpose.

As a completely independent firm, we offer objective advice that always puts your interests first. All our financial planners are chartered professionals, reflecting our commitment to the highest standards in qualifications, ethics and professional development.

Whether you're planning for retirement, ensuring financial security for loved ones, or navigating a major life transition, we're here to help turn your "what ifs" into "what nexts".

What is an Associate Planner?

As part of our Financial Planning team, you'll work closely with other Financial Planners in your planning pod. Working alongside your lead Financial Planner, you'll help provide our clients with financial planning advice and ensure they receive excellent service from Emery Little.

You'll report to a designated Financial Planner within your planning pod.

Key responsibilities and accountabilities

Supporting client conversations

As part of our Financial Planning team, you'll help manage a portfolio of clients. Your role will include:

• Working with Financial Planners to prepare for client meetings, ensuring you understand each client's situation and identifying areas needing action, such as gaps in Know Your Client information, planning opportunities and relevant tax changes

• Creating comprehensive meeting notes that highlight actions, compliance requirements and insights about the client that help us serve them better year after year

• Sharing all follow-up actions with clear information so our support teams can complete their tasks efficiently

• Collaborating with the Financial Planning Team to help existing and prospective clients make confident decisions about their financial future and implement recommendations

• Your aim is to develop strong client relationships, preparing for the time when you'll become their Financial Planner. As your experience grows, you'll gradually take on a more active role in client meetings.

Professional financial planning

You'll be essential to the team that builds and manages clients' financial plans and ensures our Advice and Review processes meet our high standards. This involves:

• Working with Financial Planners to develop financial planning strategies that you'll eventually present under supervision

• Collaborating with Financial Planners and the support team to create clear, technically accurate and compliant financial plans, cash flow forecasts and suitability reports

• Working with the support team to monitor and complete appropriate suitability reports based on client needs

• Conducting research independently and with colleagues to identify suitable client solutions

• Ensuring all advice meets regulatory, ethical and compliance obligations

• Using client and Financial Planner feedback to enhance our reports and communications

• Leading new client Introduction Calls with appropriate support

• Conducting one off financial planning conversations with children of clients/Family Acorns once you've completed supervision

Improving our service

You will be part of the team ensuring clients receive the excellent service we promise. Working with our experienced Paraplanning and Client Servicing teams, you'll:

• Help us achieve our growth plans

• Support colleagues in specialist knowledge areas

• Share ideas to improve our processes and client relationships

• Provide feedback to help the Financial Planning team develop

• Work with all teams to enhance communication and workflow systems

Championing your own development

We really like seeing our employees flourish and we demonstrate this by investing time and money in your professional development. In turn, we ask you to be as committed to your development as we are. We hope to see you:

• Making the most of our support as you work towards your Diploma qualification and Chartered status

• Staying informed about developments in financial services, markets and economic trends

• Building your financial and technical expertise

• Approaching all personal growth opportunities with the same enthusiasm you bring to professional development

What we want in a candidate

• Excellent verbal and written communication skills

• Ability to work independently and within wider team

• Desire to champion own development and have a high level of personal development

• Desire to become a Chartered Financial Planner

• An interest in financial planning

• A champion of client service

Would be nice to also have

• Previous experience in financial planning firm

• Exam progression started toward diploma

What we can offer

• Salary £30,000 – £50,000 dependent on previous experience and exam progress

• PMI with Vitality

• Pension matching 5% for first five years, increasing up to 10% matching

• £35 wellness credits per month on Heka

• EAP with BUPA

• 4 x DIS

• This would be a hybrid role working between home and within our Camden office, 2-3 day split

• Flexible working and Flexi Fridays once per month (ability to take one afternoon off per month)

• Full support for relevant training and qualifications

Contact

If you are interested, please send an email and CV to Mel Abplanalp, Head of Operations, on mel@emerylittle.com