Financial Planning Assistant

ZipRecruiter; City Of London; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading wealth management firm in London seeks a Financial Planning Assistant to join their team. The role involves supporting client relationships, preparing meeting materials, and overseeing advice implementations. The ideal candidate should have at least 5 years of experience in client support roles within financial planning, strong communication skills, and attention to detail. This position offers a salary of £35,000 – £45,000, along with various employee benefits including hybrid working.

Benefits

Private Medical Insurance

Annual discretionary bonus

Death in Service cover

Subsidised Gym Membership

Cycle to Work Scheme

Qualifications

• Minimum of 5 years’ experience in a client support or relationship role within financial planning or private wealth.
• Strong communication skills and confidence in engaging with high-net-worth clients.
• A high level of attention to detail and organisational ability.

Responsibilities

• Act as a liaison between clients and internal teams to ensure exceptional client experience.
• Prepare review meeting packs and manage follow-up actions.
• Oversee implementation of advice with technical colleagues.

Skills

Client support experience

Strong communication skills

Attention to detail

Organisational ability

Job description

Job Description

We are working with a leading wealth management firm based in the heart of London to recruit a Financial Planning Assistant. This is an outstanding opportunity for a highly organised and client-focused professional to join a well-regarded team advising ultra-high-net-worth clients, with portfolios ranging from £1M to over £2B.

The successful candidate will work closely with two experienced advisers, supporting the full client lifecycle - from onboarding and ongoing relationship management to preparing review meetings and helping implement complex advice.

Key Responsibilities:

• Act as a key liaison between clients and internal teams, ensuring delivery of an exceptional client experience
• Prepare review meeting packs, attend client meetings, take notes, and manage follow-up actions
• Oversee the implementation of advice, working closely with technical and administrative colleagues
• Support onboarding of new clients, including preparation of proposals and necessary documentation
• Contribute to “shortened advice” cases (e.g. ISAs, pension contributions/withdrawals)
• Maintain accurate records and ensure all CRM systems are up to date
• Own and manage the annual review diary to ensure timely and compliant reviews
• Liaise confidently with clients, internal stakeholders, and external third parties (lawyers, accountants, providers)

What We’re Looking For:

• Minimum of 5 years’ experience in a client support or relationship role within financial planning or private wealth
• Strong communication skills and the confidence to engage with high-net-worth clients and senior professionals
• A high level of attention to detail, organisational ability, and confidence handling numbers
• Desire to progress within financial planning - exam support will be offered
• A team player with a proactive mindset and a genuine interest in building long-term client relationships

Package:

• Salary: £35,000 – £45,000 depending on experience
• Annual discretionary bonus
• Private Medical Insurance
• Income Protection
• Season Ticket Loan
• Death in Service cover
• Employee Assistance Programme
• Subsidised Gym Membership
• Cycle to Work Scheme
• Hybrid working

This is a brilliant opportunity to join a high-profile wealth management business offering long-term career growth, excellent support, and exposure to some of the most interesting work in the sector.