Assistant Financial Planner – London | Client Growth

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

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