Our client is an independently owned wealth management group who have been closely associated with the investment world for more than 200 years, they are a business founded on traditional values and the guiding principles of trust, integrity and service.
They look after the needs of individual private clients and their families, financial advisers, trusts, charities and not-for-profit organisations,the business has been built on personal service, clear communication and strong investment performance.
They are seeking an Assistant Financial Planner to join their London Financial Planning Team, you 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 ideal candidate will have a minimum of two years' experience in delivering comprehensive financial planning services to clients and will hold a CII Level 4 qualification.
Key Responsibilities
· Support Financial Planners (‘Consultants') 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 the 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.
The ideal candidate will have a minimum of two years' experience in delivering comprehensive financial planning services to clients and will hold a CII Level 4 qualification.
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Financial Planning Assistant in London employer: City Recruitment Associates
Join a leading Private Wealth Management firm in the heart of London, where you will thrive in a dynamic hybrid work environment that values discretion and professionalism. With a competitive salary and a comprehensive benefits package, this role offers exceptional opportunities for personal and professional growth while working closely with senior executives. Experience a supportive culture that prioritises collaboration and fosters strong relationships, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
City Recruitment Associates Recruitment Team
