Assistant Financial Planner in London

Energy Jobline ZR; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A wealth management firm in London is seeking an Assistant Financial Planner to support experienced planners and deliver tailored financial advice. The role includes preparing documentation, conducting client reviews, and ensuring seamless client onboarding. Ideal candidates will have a degree, Level 4 qualification, and at least 2 years’ experience in financial planning. This opportunity offers competitive salary and excellent benefits package.

Benefits

Competitive salary

Excellent benefits package

Career development opportunities

Qualifications

• Minimum 2 years’ experience in a financial planning environment.
• Strong understanding of onboarding requirements and AML regulations.

Responsibilities

• Assist in delivering comprehensive financial planning services.
• Conduct initial client reviews and present findings to Consultants.
• Prepare documentation including valuations and suitability reports.
• Coordinate onboarding of new clients and manage CRM workflows.

Skills

Strong understanding of financial products

Client engagement and communication

Education

Degree educated

Level 4 qualified (CII Diploma or equivalent)

Progress toward Level 6 qualification

Job description

About the Company

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

• Assist in delivering comprehensive financial planning services
• 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)
• Progress toward Level 6 qualification desirable
• 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

Skills

Progress toward Level 6 qualification desirable

Pay range and compensation package

• Competitive salary
• Excellent benefits package
• Career development in a respected, forward-thinking firm

Equal Opportunity Statement

We are committed to and inclusivity.