Financial Planning Assistant

IDEX Consulting; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A tier 1 wealth management firm in London is seeking a Financial Planning Support Specialist to provide exceptional financial planning for high-net-worth clients. The role involves supporting Financial Planners, analyzing client data, and preparing documentation. The ideal candidate will hold a Level 4 qualification and have experience in financial planning. The firm offers a competitive salary (£40,000 – £60,000), excellent benefits, and a supportive growth culture.

Benefits

Excellent benefits package

Ongoing professional development

Culture that values growth and input

Qualifications

• Experience in a financial planning environment.
• Strong understanding of financial planning products and compliance.
• Interest in progressing with advanced exams.

Responsibilities

• Support Financial Planners in delivering bespoke financial advice.
• Review and analyze client circumstances and financial data.
• Prepare high-quality documentation such as valuations and suitability reports.
• Liaise with Paraplanning, Admin, and product providers.
• Coordinate onboarding of new clients and support client relationships.
• Use planning and CRM systems to manage workflow.
• Collaborate to standardize best practices.

Skills

Detail-oriented

Confident communication skills

Problem-solving

Curiosity

Education

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

Job description

Are you looking to join a practice that is shaping the future of Financial Planning? I'm 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. I want to speak to ambitious, 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 will 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.

Your key responsibilities will include:

• 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

We're looking for someone who is curious, detail‑oriented, and excited by the opportunity to grow with us. You’ll ideally have:

• Level 4 qualification (CII Diploma in Regulated Financial Planning or equivalent) and ideally progressing (or interested in progressing) with your advanced exams
• 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

The role offers:

• A competitive salary of £40,000 – £60,000 per annum
• An excellent benefits package
• Ongoing professional development and training
• A culture that supports your growth, values your input, and challenges the status quo

If you’re a driven financial planning professional ready to take your career further, I would love to hear from you.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.