A rapidly growing financial planning fintech firm, is seeking a Wealth Planning Associate to join their team. This is an excellent opportunity for an ambitious individual with experience in financial planning who is looking for a clear, structured route into advice and long-term career progression.The Role:The Wealth Planning Associate will act as a subject matter expert and escalation point within the Client Services team, playing a key role in delivering a seamless and personalised service to clients.Key responsibilities include:Executing account transfers, managing escalations, and liaising with clients and providers to strict SLAs.Acting as a key liaison for client cash movements and private equity capital calls.Leading on invoicing and fund collection, including complex payment resolutions.Ensuring client data accuracy and GDPR compliance, including data remediation projects.Handling complex client communications, maintaining a one-business-day response time.Candidate Profile:The ideal candidate will bring 12-24 months'' experience within financial services, ideally in financial planning, client services, or paraplanning. They will also have:Progress towards relevant professional qualifications (CII or similar).Strong interpersonal and communication skills.A detail-oriented and solutions-focused approach.The ambition to progress into an advisory role within financial planning.Package and Benefits:Salary up to £34,00025 days annual leave (with flexibility for appointments