Client-First Financial Planning Assistant — 4‑Day Week

Hansford Bell Financial Life Planning Ltd; Tavistock; Hybrid; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Four-day week schedule

Holiday entitlement

Wellbeing benefit

CII study funding

Hybrid working after probation

Job summary

Hansford Bell Financial Life Planning Ltd in Tavistock is seeking a Financial Planning Assistant to be the trusted daily contact for clients, working alongside advisers to ensure every client feels known and looked after.

You’ll manage onboarding, coordinate client reviews and keep plans on track, while handling admin and provider liaison. The role offers a four-day week (Mon-Thu, 9-5) with hybrid working after probation.

Qualifications

• Experience in financial planning administration.
• Strong client-facing skills and attention to detail.

Responsibilities

• Building lasting relationships with a group of clients as their go-to contact.
• Guiding new clients through a smooth, personal onboarding experience.
• Preparing for and coordinating client reviews so every meeting adds real value.
• Keeping advisers organised, prepared and one step ahead.
• Managing the admin that keeps plans on track, from platform instructions to provider liaison.

Skills

Financial planning administration

Client relations

Attention to detail

Job description

Hansford Bell Financial Life Planning Ltd in Tavistock is seeking a Financial Planning Assistant to be the trusted daily contact for clients, working alongside advisers to ensure every client feels known and looked after.

You’ll manage onboarding, coordinate client reviews and keep plans on track, while handling admin and provider liaison. The role offers a four-day week (Mon-Thu, 9-5) with hybrid working after probation.