Assistant Financial Planner

James Hambro & Partners LLP; City of Edinburgh; On-site; GBP 28,000 - 36,000; Full time

Job summary

James Hambro & Partners LLP in Edinburgh is seeking an Assistant Financial Planner to join the Edinburgh Financial Planning Team. You will bridge client administration and planning consultants, reviewing client circumstances and supporting delivery of financial planning services.

Candidates must have at least two years’ experience and be Level 4 qualified with ongoing progression toward Level 6. This role offers a strong client-focused environment and career development opportunities.

Qualifications

• At least two years of experience in financial planning.
• Degree-level education.
• CII Diploma in Regulated Financial Planning (Level 4).
• Progress toward CII Advanced Diploma (Level 6).
• Good AML and client onboarding knowledge; regulatory awareness.

Responsibilities

• Support Financial Planners in delivering comprehensive financial planning services.
• Assist with annual reviews and client data reviews.
• Prepare client documents, valuations, cashflow analyses, and proposals.
• Coordinate onboarding of new clients and liaise with Paraplanning team.
• Use planning software and CRM to manage client information and workflows.
• Ensure consistent desk standards with other AFPs.

Skills

Financial planning knowledge

Client onboarding

Regulatory awareness

Education

Bachelor's degree

CII Diploma in Regulated Financial Planning (Level 4)

Progress towards CII Advanced Diploma (Level 6)

Job description

Assistant Financial Planner

Location: Edinburgh

Department: Financial Planning

Reporting to: Director, Financial Planner

Salary: Competitive with an excellent benefits package

About James Hambro & Partners

James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts. The Hambro name has been closely associated with the investment world for more than 200 years, and the firm is known for its traditional values of trust, integrity and service. With over £8 billion of assets under management, JH&P serves private clients, trusts, charities and not‑for‑profit organisations across the UK.

Summary

JH&P is seeking an Assistant Financial Planner to join our Edinburgh Financial Planning Team. This role offers the opportunity to work alongside experienced professionals in a client‑focused environment. As an AFP, you will bridge the gap between client administration and financial planning consultants, reviewing client circumstances and supporting the delivery of comprehensive financial planning services. Candidates must have at least two years’ experience and be Level 4 qualified.

Key Responsibilities

• Support Financial Planners (‘Consultant’) in delivering comprehensive financial planning services.
• Support the annual review process, including review of client data.
• Perform the first review of the client’s circumstances and provide results to the Consultant.
• Support the advice process, including the preparation and drafting of:
  • new client documentation
  • complex valuations
  • cashflow analyses
  • cost comparisons
  • executive summaries
  • client letters/proposals (e.g., ISA top ups)
  • suitability and technical reviews
  • annual reviews
• Liaise with Paraplanning and the Administration team to expedite the advice process efficiently.
• Resolve complex queries with product providers.
• Interpret exchange and provide quotes and incorporate them into the potential options.
• Co‑ordinate the onboarding of new clients.
• Utilise financial planning software and CRM systems to manage client information and workflow efficiently.
• Work with other AFPs to ensure that operating standards across desks are harmonised.
• Liaise with introducers to generate new leads.

Qualifications, Skills and Behaviours

• Educated to degree level.
• CII Diploma in Regulated Financial Planning, or similar suitable Level 4 qualification.
• Progress towards CII Advanced Diploma in Regulated Financial Planning (or other suitable level 6 qualification).
• At least two years’ experience in a financial planning environment.
• Excellent understanding of the administrative complexities of financial planning products.
• Good understanding of client onboarding requirements, particularly AML.
• Awareness of the regulatory environment applicable to financial planning.