Assistant Financial Planner

LHH; Greater London; Sur place; GBP 32 000 - 42 000; Plein temps

Avantages offerts par ce poste

Excellent benefits package

Résumé du poste

A wealth management firm is seeking an Assistant Financial Planner to join its London team. In this role, you will support experienced Financial Planners, conduct initial client reviews, and prepare essential documentation. Ideal candidates will be degree educated, Level 4 qualified, with at least 2 years in a financial planning environment. You'll engage with teams to ensure a seamless client onboarding process and directly impact service quality. Excellent benefits are provided, alongside a commitment to diversity and inclusivity.

Qualifications

• Minimum 2 years' experience in a financial planning environment.
• Strong understanding of financial products and onboarding requirements.
• Familiarity with AML and regulatory frameworks.

Responsabilités

• Conduct initial client reviews and present findings to Consultants.
• Prepare documentation including valuations, cashflow analyses, and suitability reports.
• Liaise with Paraplanners and Admin teams to streamline processes.
• Resolve complex queries with providers and interpret quotes.
• Coordinate onboarding of new clients and manage CRM workflows.
• Collaborate with AFPs to harmonise standards across desks.
• Engage with introducers to generate new leads.

Connaissances

Understanding of financial products

Client management

Financial products knowledge

Onboarding requirements

Formation

Degree

Level 4 qualified (CII Diploma or equivalent)

Description du poste

Are you ready to take the next step in your financial planning career with a firm that blends tradition with innovation? An independently owned wealth management firm, with a legacy rooted in over two centuries of investment expertise, is seeking an Assistant Financial Planner to join its dynamic London team. With offices across the UK and over £7.88 billion in assets under management, this is a rare opportunity to be part of a business that values trust, integrity, and exceptional client service.

About the Role

As an Assistant Financial Planner, you’ll play a key role in supporting experienced Financial Planners and helping deliver tailored financial advice to a diverse client base. You’ll be the bridge between Client Administration and Consultants—reviewing client circumstances, preparing documentation, and ensuring a seamless advice process. This is a collaborative, client-focused environment where your contributions will directly impact the quality of service and outcomes delivered.

Responsibilities

• Conduct initial client reviews and present findings to Consultants
• Prepare documentation including valuations, cashflow analyses, and suitability reports
• Liaise with Paraplanners and Admin teams to streamline processes
• Resolve complex queries with providers and interpret quotes
• Coordinate onboarding of new clients and manage CRM workflows
• Collaborate with AFPs to harmonise standards across desks
• Engage with introducers to generate new leads

Qualifications

• Degree educated
• Level 4 qualified (CII Diploma or equivalent)
• Minimum 2 years’ experience in a financial planning environment
• Strong understanding of financial products and onboarding requirements
• Familiarity with AML and regulatory frameworks

Required Skills

Strong understanding of financial products and onboarding requirements

Preferred Skills

Pay range and compensation package

Excellent benefits package

Equal Opportunity Statement

We are committed to diversity and inclusivity.