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
- 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)
- 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
Pay range and compensation package
Excellent benefits package
Equal Opportunity Statement
We are committed to diversity and inclusivity.
#J-18808-Ljbffr…