Financial Planning Assistant

IDEX Consulting Ltd; England; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

10% pension

Exam support

Market leading training

Job summary

A leading consulting firm is seeking a Financial Planning Support Specialist to join their London team. This role requires a Level 4 qualification and at least 2 years of experience in a financial planning environment. You will support Financial Planners, prepare documentation, and ensure seamless client onboarding. The position offers a salary range of £40,000 - £50,000 with additional benefits including pension and training support.

Qualifications

• At least 2 years’ experience in a financial planning environment.
• Strong grasp of client onboarding, AML, and compliance.

Responsibilities

• Supporting Financial Planners in delivering bespoke financial advice.
• Reviewing and analysing client circumstances and financial data.
• Preparing high-quality documentation: valuations, cashflow models, executive summaries, suitability reports, etc.
• Liaising with various teams for seamless client experience.
• Coordinating onboarding of new clients.
• Using planning and CRM systems to manage workflow efficiently.
• Collaborating to standardise best practices.
• Helping generate new business through introducer relationships.

Skills

Confident communication skills

Problem-solving initiative

Financial planning products knowledge

Education

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

Job description

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay and location

London / hybrid

Salary £40,000 - £50,000 basic plus superb benefits package including a 10% pension, exam support and market leading training

Overview

We’re 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. We’re looking 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, cashflow models, executive summaries, suitability reports, etc.
• Liaising with Paraplanning, Admin, and product providers to ensure seamless client experience
• Coordinating onboarding of new clients and supporting ongoing client relationships
• Using cutting-edge planning and CRM systems to manage workflow efficiently
• Collaborating with colleagues to standardise best practices across desks
• Helping generate new business through introducer relationships

Requirements

• Level 4 qualification (CII Diploma in Regulated Financial Planning or equivalent) and ideally progressing (or interested in progressing) with your advanced exams.
• At least 2 years’ experience in a financial planning environment
• A strong grasp of financial planning products, client onboarding, AML, and compliance
• Confident communication skills and the ability to solve complex problems with initiative

Role details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Administrative and Finance