Financial Planning Assistant - Graduate

A NEW DAWN (H.R.) LIMITED T/A CV ELITE; London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

An exciting opportunity awaits as a Financial Planning Assistant/Trainee Financial Planner with a leading firm in central London. This role offers a chance to learn from experienced professionals while supporting high-net-worth clients in achieving financial freedom. The position promises exceptional career growth, with the potential to progress into a Paraplanning role and eventually become a Chartered Financial Planner. Join a collaborative team that values integrity, diligence, and commitment, and be part of a culture that prioritizes professional development and client satisfaction. If you're ambitious and eager to make a significant impact in the financial planning sector, this is the role for you.

Benefits

Bonus

Pension

Professional Development Support

25 Days Holiday

Bank Holidays

Long Service Leave

Cycle to Work Scheme

Season Ticket Loan

Qualifications

• 12+ months experience in a professional services environment preferred.
• Graduate with a commitment to a career in Financial Planning.

Responsibilities

• Assist in providing financial planning and portfolio services to clients.
• Prepare for Financial Planning Meetings and manage client communications.

Skills

Communication Skills

Analytical Skills

Organizational Skills

Customer Service Skills

Proficiency in MS Office (Excel)

Team Player

Education

Graduate Degree (2:1 or above)

Tools

Customer Relationship Management (CRM) Software

MS Office

Job description

The Role: I am recruiting a Financial Planning Assistant / Trainee Financial Planner on behalf of Monenti Partners, a leading independent Financial Planning firm based in central London (WC1).

The Opportunity: Working in a collaborative, fast-paced and client-focused team, the role of Financial Planning Assistant / Trainee Financial Planner provides exceptional career opportunities. From the outset, you will work alongside and learn from highly qualified Financial Planners, supporting them with delivering an exceptional financial planning service to high-net-worth clients. You will receive the support required to become Diploma qualified and, when your technical skills allow, you will progress into a Paraplanning role and, as your skills develop, you will have the further opportunity to become a Chartered Financial Planner/ Financial Advisor.

The Person: The successful Financial Planning Assistant / Trainee Financial Planner will be ambitious, highly intelligent and able to demonstrate a commitment to a career within the financial planning industry. They will be keen to learn, proactive, organised and detail-oriented, with exceptional relationship building, customer service and administrative skills. They will be articulate, analytical and aspirational, keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued and rewarded accordingly.

Salary and Benefits: £30,000 to £40,000 (dependant on experience) + bonus + pension + continued professional development and financial support with professional exams + 25 days holiday + bank holidays + long service additional leave award + opportunity for hybrid working after completion of probationary period + cycle to work scheme + season ticket loan.

The Company: Monenti Partners was established with a mission to set the benchmark for the quality of financial planning they offer to their clients and the positive outcomes they deliver for them as a result, taking their clients from Financial Uncertainty to Financial Freedom. They are a firm where both excellence and fair treatment are central to their culture, operating with a clear set of values – Integrity, Diligence, Commitment, Energy and Curiosity – values which guide their every action and serve as the standard to which they hold themselves accountable.

Financial Planning Assistant / Trainee Financial Planner Responsibilities Include:

• Providing the assistance involved in providing financial planning and portfolio services to high-net-worth clients.
• Assisting the Advisers with pre and post Financial Planning Meeting preparation.
• Processing new business applications.
• Preparing Letters of Authority (LOAs), collating, submitting and chasing policy information and managing the pipeline.
• Checking and updating valuations and other policy details.
• Updating records on the Customer Relationship Management (CRM) system (contribution amendments, expression of wish changes, personal details etc.).
• Collating investment data and saving to the back-office system on behalf of Advisers.
• Annual Capital Gains Tax project, sharing reports with clients as appropriate.
• Client communication via phone and email, developing client relationships, arranging meetings and collating supporting documents.
• General administration – handling post and emails, binding, printing and preparing documents for meetings, preparing meeting rooms etc.

Financial Planning Assistant / Trainee Financial Planner Skills and Experience Required:

• 12 months + experience of working in a relevant professional services environment (ideally gained in financial advice or working on the provider side, but training will be provided for the right candidate).
• A graduate (ideally 2:1 or above), able to demonstrate a commitment to a career with the Financial Planning sector.
• Ambitious, keen to learn and to study for professional qualifications.
• Professional appearance, confident manner and exceptional communication skills, both verbal and written.
• Analytical, excellent administrative and organisational skills and a keen eye for detail.
• Strong technology and mathematical aptitude, proficient with MS Office applications, particularly Excel.
• A team player with a “can do” attitude, adaptable to change and prepared to participate fully in the successful operation of the business.

Dawn O’Shea is the Recruitment Partner, recruiting the Financial Planning Assistant / Trainee Financial Planner directly on behalf of Monenti Partners so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.