Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowFirst seen 4 days ago

Associate Financial Planner

RGH-Global Limited607 open roles

Pay
£50,000 a year
Where
Blackpool, United Kingdom
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowAssociate Financial PlannerRGH-Global Limited · Blackpool, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on RGH-Global Limited's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

Associate Financial Planner

Location: Blackpool (hybrid working available after probation)

Salary: Up to £50,000 DOE

About the Opportunity

An established and growing wealth management firm is looking for an ambitious individual to join their Financial Planning team as an Associate Financial Planner. This is a fantastic opportunity for someone looking to build a long-term career path towards becoming a fully qualified, regulated Financial Planner, working alongside experienced senior planners who will support your development every step of the way.

You'll gain hands-on exposure to both the client-facing and technical sides of financial planning — from client onboarding and relationship management through to paraplanning, research and report writing — giving you a genuinely rounded grounding in the profession.

What You'll Be Doing

Client & Relationship Support

  • Supporting planners' workflows by coordinating central services and working collaboratively across the wider team
  • Preparing and submitting client due diligence and new account documentation as part of the onboarding process
  • Organising client meetings, valuations and meeting packs, and managing planners' diaries
  • Acting as a first point of contact for client queries, escalating more complex matters where appropriate and adapting your approach for clients in vulnerable circumstances
  • Managing client correspondence, application forms and service agreements with a high standard of accuracy
  • Maintaining accurate client records on the firm's planning software
  • Handling finance-related queries such as invoicing, billing and commissions

Technical & Paraplanning Support

  • Conducting research to support suitable recommendations based on client needs, objectives and existing arrangements
  • Carrying out calculations and cash-flow modelling to underpin recommendations
  • Drafting clear, fair and accurate suitability reports and client letters
  • Preparing technical documents and research materials for client presentations
  • Proactively flagging areas of potential future advice opportunities to planners

Your Own Development

  • Working towards professional qualifications (see below), with full study support
  • Building your commercial and relationship-building skills, including networking with professional introducers
  • Getting involved in wider business projects aimed at improving processes and service delivery
  • Learning the fundamentals of pipeline management and business development, in preparation for a future advisory career

What We're Looking For

  • A 2:1 degree or above (any discipline)
  • Willingness to work towards the Level 4 Diploma in Regulated Financial Planning, with a longer-term commitment to Advanced Diploma / Chartered status
  • Comfortable using Word, Excel and PowerPoint; experience with financial planning software is a bonus but not essential — full training given
  • Strong numerical ability and excellent attention to detail
  • A confident, professional communicator who can build rapport with clients and colleagues alike
  • Well organised, resilient, and comfortable managing multiple priorities to deadlines
  • A proactive, flexible attitude with a genuine interest in a long-term career in financial planning

What's on Offer

  • Structured progression pathway towards a regulated Financial Planner role
  • Full study support towards industry qualifications
  • Mentoring from experienced, senior planners
  • Exposure to both technical paraplanning and client relationship management
  • A collaborative, professional working environment with genuine long-term career prospects
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against RGH-Global Limited's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on RGH-Global Limited's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    RGH-Global Limited's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.