Associate Financial Planner

We’re proud to introduce a key role within our Financial Planning team at Henwood Court, our Associate Financial Planner.

As our Associate Financial Planner, you’ll play a pivotal role in supporting the delivery of exceptional financial planning, working closely with Financial Planners to ensure every client receives clear, thoughtful and well-structured advice. You’ll be at the centre of the client journey—combining technical expertise with a genuine commitment to delivering outstanding experiences.

This is an excellent opportunity to deepen your technical capability while building toward a Financial Planner or Chartered role. You’ll be supported by a collaborative pod structure, strong operational infrastructure and a firm that values precision, development and professional standards.

If you’re a technically strong financial planning professional who thrives on analysis, collaboration and delivering high-quality client outcomes, we’d love to hear from you.

Click below to view the full role profile and apply today:

Open job role document