Assistant Financial Planner

IDEX Consulting; City Of London; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading wealth management firm based in London is seeking a technical financial planning support specialist to join their team. You will support financial planners, review client financial data, and prepare documentation. The ideal candidate has a Level 4 qualification and experience in financial planning. This role offers a competitive salary and excellent benefits, along with opportunities for professional growth.

Benefits

Competitive salary

Excellent benefits package

Ongoing professional development

Supportive company culture

Qualifications

• Experience in a financial planning environment.
• Strong grasp of financial planning products, client onboarding, AML, and compliance.
• Interest in progressing with advanced exams.

Responsibilities

• Supporting Financial Planners in delivering bespoke financial advice.
• Reviewing and analysing client circumstances and financial data.
• Preparing high-quality documentation for client interactions.
• Liaising with teams to ensure seamless client experience.
• Coordinating onboarding of new clients.

Skills

Detail-oriented

Confident communication skills

Problem-solving

Education

Level 4 qualification (CII Diploma in Regulated Financial Planning or equivalent)

Job description

Are you looking to join a practice who are looking to shape the future of Financial Planning?

I'm partnered with a tier 1 wealth management firm whose aim is to provide truly exceptional, personalised financial planning to their core HNW and UHNW client base.

I want to speak to ambitious and technical financial planning support specialists who want to join a collaborative London-based team. This is a unique opportunity to work alongside experienced professionals and take the next meaningful step in your financial planning career.

Responsibilities

• Supporting Financial Planners in delivering bespoke financial advice
• Reviewing and analysing client circumstances and financial data
• Preparing high‑quality documentation: valuations, cash‑flow models, executive summaries, suitability reports, etc.
• Liaising with Paraplanning, Admin, and product providers to ensure seamless client experience
• Coordinating on‑boarding of new clients and supporting ongoing client relationships
• Using cutting‑edge planning and CRM systems to manage work‑flow efficiently
• Collaborating with colleagues to standardise best practices across desks
• Helping generate new business through introducer relationships

We're looking for someone who's curious, detail‑oriented, and excited by the opportunity to grow with us. You'll ideally have:

Qualifications

• Level 4 qualification (CII Diploma in Regulated Financial Planning or equivalent) and ideally progressing (or interested in progressing) with your advanced exams
• Experience in a financial planning environment
• A strong grasp of financial planning products, client on‑boarding, AML, and compliance
• Confident communication skills and the ability to solve complex problems with initiative

Benefits

• A competitive salary of £40,000 - £50,000 per annum
• An excellent benefits package
• Ongoing professional development and training
• A culture that supports your growth, values your input, and challenges the status quo

If you're a driven financial planning professional ready to take your career further, I'd love to hear from you.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.