Assistant Financial Planner

James Hambro; Greater London; Hybrid; GBP 30,000 - 46,000; Full time

Job summary

James Hambro & Partners in London is seeking an Assistant Financial Planner to join our London Financial Planning Team. You will support senior planners and bridge Client Administration and Financial Planning Consultants, reviewing clients’ circumstances and helping prepare documentation.

With at least two years in financial planning and a Level 4 CII qualification, you will develop your career in a collaborative, client-focused environment, liaising with paraplanning and admin teams and

Qualifications

• Minimum two years' experience in delivering comprehensive financial planning services.
• CII Diploma in Regulated Financial Planning or equivalent Level 4 qualification.
• Progress towards CII Advanced Diploma or Level 6 qualification.

Responsibilities

• Support Financial Planners in delivering comprehensive financial planning services.
• Assist the annual review process and client data reviews.
• Prepare and draft client documentation, valuations and letters.
• Liaise with Paraplanning and Administration to expedite the advice process.
• Help onboard new clients and manage CRM client information.

Skills

Client onboarding

AML awareness

Regulatory knowledge

Financial planning

Team collaboration

Education

CII Diploma in Regulated Financial Planning

Level 4 qualification

Tools

CRM systems

Financial planning software

Job description

Assistant Financial Planner

London

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. The founding of James Hambro & Partners (JH&P) in 2010 marked its return to an independently owned partnership. Led by Chairman James Hambro, we created a modern business founded on traditional values and the guiding principles of trust, integrity and service.In 2012, responding to the opportunities and challenges of RDR, we merged with Calkin Pattinson, a well-established and like-minded family-run financial advisory company, now renamed James Hambro & Company. We believe that the merged James Hambro businesses form a compelling offering, bringing together expert portfolio management and financial planning within a single focused enterprise.We look after the needs of individual private clients and their families, financial advisers, trusts, charities and not-for-profit organisations. Our business has been built on personal service, clear communication and strong investment performance.James Hambro & Partners currently has £8.9 billion of assets under management. Our head office is in Pall Mall, London. We opened an office in Leeds in January 2020, an office in Edinburgh in February 2021 and an office in Bristol in May 2023.

Role:

Assistant Financial Planner ('AFP')

Department:

Financial Planning

Reporting to:

Financial Planner

Salary:

Competitive with an excellent benefits package

Role Overview:

JH&P is seeking an Assistant Financial Planner to join our London Financial Planning Team.JH&P was founded on a philosophy fundamentally different from that of other wealth managers, specifically the principle of being prepared to go above and beyond. This position offers the opportunity to work alongside experienced professionals and develop your career in a collaborative, client-focused environment.The Assistant Financial Planner will play a pivotal role in bridging the gap between Client Administration and Financial Planning Consultants, with an emphasis on reviewing and understanding clients’ circumstances.The ideal candidate will have a minimum of two years’ experience in delivering comprehensive financial planning services to clients and will hold a CII Level 4 qualification.

Key Responsibilities:

• Support Financial Planners (‘Consultants’) 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 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:

• 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.