Assistant Financial Planner

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

Job summary

A leading wealth management firm in London is seeking a Financial Planning Support Specialist to assist in delivering tailored financial advice. The role involves collaborating with financial planners, preparing client documentation, and ensuring a seamless client experience. Ideal candidates will have Level 4 financial planning qualifications and experience in a relevant environment. A competitive salary of £40,000 - £50,000 per annum is offered, along with a comprehensive benefits package.

Benefits

Competitive salary

Excellent benefits package

Ongoing professional development and training

Qualifications

• Experience in a financial planning environment.
• Confident communication skills and problem-solving ability.

Responsibilities

• Supporting Financial Planners in delivering bespoke financial advice.
• Preparing high-quality documentation: valuations, cash-flow models, suitability reports.
• Liaising with teams to ensure seamless client experience.

Skills

Financial planning expertise

Client on-boarding

Problem-solving

Communication skills

Education

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

Job description

Overview

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. You’ll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. You’ll help shape client journeys and ensure that each recommendation is based on rigorous analysis and genuine understanding.

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

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

Role 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

How to apply

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

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