Financial Planning Assistant
Salary: £30,000 – 40,000 Basic + Bonus + Benefits
Location: City of London (Hybrid)
We’re looking for a highly organised, detail driven Financial Planning Assistant to play a key role in delivering a seamless client journey from prospect through to ongoing service, for a leading HNW financial services provider.
This is a junior role, suiting someone with 6 – 18 months experience in a financial planning / wealth administration role, looking to join a dynamic wealth management team.
This is a pivotal position supporting advisers across all stages, ensuring everything is accurate, compliant, and client ready.
Responsibilities:
- Managing client cases end-to-end (onboarding / servicing)
- Preparing files, fact finds, and documentation for adviser meetings
- Handling AML/KYC checks and onboarding processes
- Submitting and tracking new business and transfers
- Maintaining CRM records and keeping pipelines moving
- Supporting advisers with tools like FE Analytics and Voyant
- Liaising with providers to drive cases forward
Experience required:
- 6 – 18 months experience in working for an IFA practice in a financial planning / wealth management support role
- Strong organisation and attention to detail
- Degree educated
- Outgoing personality, team player
- Confident communicator with a client first approach
- Ability to manage multiple cases in a fast-paced environment