Financial Planning Assistant/Support in City of London
Job description
Opportunity: Financial Planning Assistant
Location: central London
Salary: £40K + DOE and bonus/benefits
Are you an experienced Financial Planning Assistant looking to take the next step in your career? Our client, a highly respected and long-established chartered Wealth Management firm is currently seeking a motivated and detail-oriented Financial Planning/Wealth Management professional to become part of a dynamic team, supporting private clients, families, small businesses, and charities across the UK with bespoke and impartial advice.
About the Role
As a Financial Planning Assistant, you will play a key part in delivering an exceptional client experience by providing comprehensive administrative support to advisers and the wider client servicing team. You’ll be instrumental in ensuring smooth day-to-day operations and maintaining the highest compliance standards.
Key Responsibilities Include:
Supporting advisers with administrative tasks including preparing valuations and meeting packs
Submitting new business and managing pipelines, including Letters of Authority and chasing provider information
Liaising with clients and providers, and maintaining CRM and back-office systems
Logging fees/commissions, screening emails and calls, and managing diaries
Acting as a point of contact for client queries
Maintaining compliant client files (including AML documentation)
Preparing basic suitability reports
Supporting with ad-hoc tasks and internal projects
About you:
They are seeking an experienced, talented individual who can hit the ground running, with at least 5 years of experience in a Financial Planning Support/Assistant or similar role within a financial planning environment.
You will possess :
A strong understanding of the financial services industry
Familiarity with FCA regulations, particularly the Code of Conduct (COCON)
Previous experience with Intelliflo (Essential) and moneyinfo (desirable)
High proficiency with Microsoft 365 applications
Excellent communication and interpersonal skills
Strong organisational skills and attention to detail
A proactive mindset and the ability to work both independently and as part of a team
Qualifications & Training:
Ongoing training and development opportunities will be provided post-probation
Commitment to continuous learning and regulatory awareness is essential
Personal Attributes:
Professional and positive attitude
Strong work ethic with a commitment to high standards
Willingness to adapt and take on new challenges
Able to thrive under pressure and manage competing deadlines
CV to [email protected]
Extra information
- Status
- Open
- Education Level
- Secondary School
- Location
- City of London
- Type of Contract
- Casual / Part Time Jobs
- Published at
- 10-09-2025
- Profession type
- Accountancy
- Full UK/EU driving license preferred
- No
- Car Preferred
- No
- Must be eligible to work in the EU
- No
- Cover Letter Required
- No
- Languages
- English
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