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 Jim.m@financialdivisions.co.uk