About the Company

Are you ready to take the next step in your financial planning career with a firm that blends tradition with innovation? An independently owned wealth management firm, with a legacy rooted in over two centuries of investment expertise, is seeking an Assistant Financial Planner to join its dynamic London team. With offices across the UK and over £7.88 billion in assets under management, this is a rare opportunity to be part of a business that values trust, integrity, and exceptional client service.

About the Role

As an Assistant Financial Planner, you’ll play a key role in supporting experienced Financial Planners and helping deliver tailored financial advice to a diverse client base. You’ll be the bridge between Client Administration and Consultants—reviewing client circumstances, preparing documentation, and ensuring a seamless advice process. This is a collaborative, client-focused environment where your contributions will directly impact the quality of service and outcomes delivered.

Responsibilities

• Assist in delivering comprehensive financial planning services
• 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

Qualifications

• Degree educated
• Level 4 qualified (CII Diploma or equivalent)
• Progress toward Level 6 qualification desirable
• Minimum 2 years’ experience in a financial planning environment
• Strong understanding of financial products and onboarding requirements
• Familiarity with AML and regulatory frameworks

Required Skills

Strong understanding of financial products and onboarding requirements

Preferred Skills

Progress toward Level 6 qualification desirable

Pay range and compensation package

Competitive salary

Excellent benefits package

Career development in a respected, forward-thinking firm

Equal Opportunity Statement

We are committed to diversity and inclusivity.

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