Financial Planning Associate - Hybrid, Exam Support

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

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.