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- Tasks: Support Financial Planners in delivering top-notch financial planning services and client reviews.
- Company: Prestigious, award-winning Private Wealth Manager based in London.
- Benefits: Competitive salary, bonuses, and comprehensive benefits package.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Degree educated with Level 4 qualification and 2 years' experience in financial planning.
- Other info: Great opportunity for career growth in a collaborative environment.
The predicted salary is between 45000 - 55000 £ per year.
Client – Prestigious, award winning Private Wealth Manager
Role – Assistant Financial Planner
Location – London, West End
Salary – £45-55K DOE + bonus & Benefits
Overview:
Our Client is seeking an Assistant Financial Planner to join their London Financial Planning Team.
The Assistant Financial Planner will play a pivotal role in bridging the gap between Client Administration and Financial Planning Consultants, with an emphasis on reviewing and understanding Clients’ circumstances.
The candidate will have a minimum of 2 years’ experience in delivering comprehensive financial planning services to clients and will be Level 4 Qualified.
Responsibilities:
- Support Financial Planners (‘Consultant’) in delivering comprehensive financial planning services.
- Support the annual review process, including review of client data.
- Perform the first review of the client’s circumstances and provide results to the Consultant.
- Support the advice process, including the preparation and drafting of;
- new client documentation;
- complex valuations;
- cashflow analyses;
- cost comparisons;
- executive summaries;
- client letters/proposals (e.g. ISA top ups);
- suitability and technical reviews;
- annual reviews.
- Liaise with Paraplanning and the Administration team to expedite advice process efficiently.
- Resolve complex queries with product providers.
- Interpret exchange and provider quotes and incorporate them into the potential options.
- Co-ordinate the onboarding of new clients.
- Utilise financial planning software and CRM systems to manage client information and workflow efficiently.
- Work with other AFPs to ensure that operating standards across desks are harmonised.
- Liaise with introducers to generate new leads.
Qualifications, Skills and Behaviours:
- Educated to degree level.
- CII Diploma in Regulated Financial Planning, or similar suitable Level 4 qualification.
- Progress towards CII Advanced Diploma in Regulated Financial Planning (or other suitable level 6 qualification).
- At least two years’ experience in a financial planning environment.
- Excellent understanding of the administrative complexities of financial planning products.
- Good understanding of client onboarding requirements, particularly AML.
- Awareness of the regulatory environment applicable to financial planning.
Financial Planning Assistant employer: City Recruitment Associates
Contact Detail:
City Recruitment Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend doing mock interviews with friends or mentors to build your confidence. The more prepared you are, the better you’ll perform when it counts!
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your achievements and experiences in financial planning. We love seeing real examples of how you’ve supported clients and navigated complex situations – it sets you apart from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for passionate candidates who want to make a difference in the financial planning space.
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Financial Planner role. Highlight your experience in financial planning and any relevant qualifications, like your Level 4 certification. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can support our team. Be sure to mention any specific experiences that relate to the responsibilities listed in the job description.
Showcase Your Skills: In your application, don’t forget to showcase your understanding of client onboarding and financial planning products. We love candidates who can demonstrate their knowledge of the industry and how they can contribute to our team’s success.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at City Recruitment Associates
✨Know Your Financial Planning Basics
Make sure you brush up on your financial planning knowledge, especially the products and services relevant to the role. Be prepared to discuss your understanding of client onboarding requirements and the regulatory environment, as these are crucial for the position.
✨Showcase Your Experience
Highlight your previous experience in delivering comprehensive financial planning services. Be ready to share specific examples of how you've supported financial planners in the past, particularly during the annual review process or when resolving complex queries.
✨Familiarise Yourself with Financial Software
Since you'll be utilising financial planning software and CRM systems, it’s a good idea to familiarise yourself with common tools used in the industry. If you have experience with specific software, mention it during the interview to demonstrate your technical skills.
✨Prepare Questions for Them
Interviews are a two-way street, so prepare thoughtful questions about the company culture, team dynamics, and expectations for the Assistant Financial Planner role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
