London Assistant Financial Planner - Client-Focused Support

LHH; Greater London; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Excellent benefits package

Job summary

A wealth management firm is seeking an Assistant Financial Planner to join its London team. In this role, you will support experienced Financial Planners, conduct initial client reviews, and prepare essential documentation. Ideal candidates will be degree educated, Level 4 qualified, with at least 2 years in a financial planning environment. You'll engage with teams to ensure a seamless client onboarding process and directly impact service quality. Excellent benefits are provided, alongside a commitment to diversity and inclusivity.

Qualifications

• Minimum 2 years' experience in a financial planning environment.
• Strong understanding of financial products and onboarding requirements.
• Familiarity with AML and regulatory frameworks.

Responsibilities

• Conduct initial client reviews and present findings to Consultants.
• Prepare documentation including valuations, cashflow analyses, and suitability reports.
• Liaise with Paraplanners and Admin teams to streamline processes.
• Resolve complex queries with providers and interpret quotes.
• Coordinate onboarding of new clients and manage CRM workflows.
• Collaborate with AFPs to harmonise standards across desks.
• Engage with introducers to generate new leads.

Skills

Understanding of financial products

Client management

Education

Degree

Level 4 qualified (CII Diploma or equivalent)

Job description

A wealth management firm is seeking an Assistant Financial Planner to join its London team. In this role, you will support experienced Financial Planners, conduct initial client reviews, and prepare essential documentation. Ideal candidates will be degree educated, Level 4 qualified, with at least 2 years in a financial planning environment. You'll engage with teams to ensure a seamless client onboarding process and directly impact service quality. Excellent benefits are provided, alongside a commitment to diversity and inclusivity.