Exciting opportunity for an associate financial planner to join our team

Associate Financial Planner

(£35,000-£50,000 plus benefits depending on experience and qualifications)

Are you looking for a new and exciting opportunity to work in an award-winning financial planning firm? Would you like to play a key role in delivering true financial planning advice?

About Lexington

Based in Wiltshire, Lexington Wealth Management is an independently owned, family-run financial planning practice. We specialise in the provision of comprehensive financial advice and wealth management services to a select number of private clients.

Our clients are individuals and business owners, either approaching or in retirement, who are serious about structuring their affairs to enjoy a lifestyle they’ve worked hard for. They appreciate that we are a family business, focused on building long-term, collaborative relationships with an emphasis on personalised service.

Lexington strives to be the best in its class. This is why our Managing Director, Warren is a Fellow of the Chartered Institute for Securities and Investment, a past Certified Financial Planner of the Year, a panel judge for the financial planner of the year awards, and a committee member of a local CISI branch.  Our hard work is often recognised, for example in 2019 Lexington won the prestigious David Norton Building Excellence Award

If you are interested in helping us continue to excel at delivering an outstanding financial planning service to clients, please read on!

About the Applicant

This is an exciting opportunity for either an experienced paraplanner or financial planner, who is passionate about real financial planning and wants to build a long-term career with an award-winning firm.

We have plenty of wonderful clients and we would rather you did not have any clients to bring to the firm, as you’ll be busy providing a true financial planning service to ours.

  • You will have a desire and commitment to build a career in a real financial planning firm.
  • You will need to be flexible in your approach and have the clients best interests at the forefront of your mind at all times.
  • You will need to be an excellent team player and communicator, and have the desire to inspire, coach and encourage clients to live the life they desire.
  • You will have at least Diploma in Financial Planning (Level 4) or equivalent, preferably Advanced Diploma in Financial Planning (Level 6) or Certified qualification.
  • You will have a commitment to ongoing learning irrespective of your current qualifications
  • You will be highly organised and efficient
  • You will have a good understanding of the financial services industry and regulatory requirements.

For further details, please click here to read our full job description.

What’s On Offer

A competitive salary (£35,000-£50,000 depending on experience and qualifications) and plenty of additional benefits, including:

  • Financial and time support to progress to Certified Financial Planner
  • 23 days holiday, plus additional 3 days between Christmas and New Year
  • Birthday Bonus Day
  • Death in Service
  • Workplace Pension Scheme with a 9% employer contribution
  • Rural location with ample free parking

How to Apply

If you would like to apply for this position then please email nicky@lexingtonwealth.co.uk with a copy of your CV and let us know what you think the key ingredients are to running an award-winning financial practice.