Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers with admin tasks and client queries in a dynamic team.
- Company: Join a respected chartered Wealth Management firm with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, and ongoing training opportunities.
- Why this job: Be part of a team that delivers exceptional client experiences and supports meaningful financial decisions.
- Qualifications: 5+ years in Financial Planning Support; familiarity with FCA regulations and Intelliflo is essential.
- Other info: Ideal for proactive individuals who thrive under pressure and seek continuous learning.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
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 at Financial Divisions
Financial Planning Assistant - Central London - £40K + DOE and bonus/benefits employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant - Central London - £40K + DOE and bonus/benefits
✨Tip Number 1
Network within the financial services industry, especially with professionals who have experience in wealth management. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the specific software mentioned in the job description, particularly Intelliflo. Consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to mastering the tools used in the role.
✨Tip Number 3
Prepare for the interview by researching the latest trends and regulations in the financial services sector, particularly those related to FCA compliance. This will show your proactive approach and understanding of the industry's landscape.
✨Tip Number 4
Practice articulating your previous experiences that align with the responsibilities listed in the job description. Be ready to discuss specific examples of how you've supported advisers and managed client relationships effectively.
We think you need these skills to ace Financial Planning Assistant - Central London - £40K + DOE and bonus/benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or wealth management. Emphasise your familiarity with FCA regulations and any specific software like Intelliflo, as these are essential for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to this specific position. Mention your understanding of the financial services industry and how your skills align with the responsibilities outlined in the job description.
Highlight Key Skills: In your application, focus on key skills such as organisational abilities, attention to detail, and communication skills. Provide examples of how you've successfully managed administrative tasks or supported teams in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your professionalism and attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of the financial services industry and FCA regulations. Be prepared to discuss how your experience aligns with the requirements of the role, particularly your familiarity with Intelliflo and any other relevant software.
✨Demonstrate Attention to Detail
As a Financial Planning Assistant, attention to detail is crucial. During the interview, provide examples of how you've maintained compliance standards and managed client files in previous roles. This will show that you can handle the responsibilities effectively.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage client queries. Think of specific situations where you successfully resolved issues or improved processes, and be ready to share these experiences.
✨Exhibit Strong Communication Skills
Since you'll be liaising with clients and advisers, it's important to demonstrate your communication skills. Practice articulating your thoughts clearly and confidently, and consider how you can convey complex information in an understandable way.