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- Tasks: Support advisers with admin tasks and ensure smooth operations in a dynamic team.
- Company: Join a respected chartered Wealth Management firm in central London.
- Benefits: Enjoy a competitive salary of ÂŁ40K plus bonuses and ongoing training opportunities.
- Why this job: Be part of a team that delivers bespoke financial advice to clients across the UK.
- Qualifications: 5+ years in Financial Planning Support, strong understanding of financial services, and proficiency in Microsoft 365.
- Other info: Ideal for proactive individuals who thrive under pressure and are eager to learn.
The predicted salary is between 28800 - 48000 ÂŁ per year.
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Senior Partner at Financial Divisions: Recruiting Private Client Wealth Management Professionals (Advisers/Planners, Paraplanners & Support staff)
Location: central London
Salary: ÂŁ40K + DOE and bonus/benefits
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
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.m@financialdivisions.co.uk
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Administrative
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Financial Planning Assistant/Support employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant/Support
✨Tip Number 1
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest FCA regulations and compliance standards. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to maintaining high professional standards.
✨Tip Number 3
Showcase your proficiency with tools like Intelliflo and Microsoft 365 during networking conversations. Highlighting your technical skills can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Prepare to discuss your previous experiences in detail, especially how you've supported advisers and managed client relationships. Real-life examples will help illustrate your capabilities and fit for the role.
We think you need these skills to ace Financial Planning Assistant/Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning support. 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 understanding of the financial services industry and your proactive mindset. Mention how your skills align with the responsibilities listed in the job description.
Highlight Key Skills: In your application, focus on your organisational skills, attention to detail, and ability to work under pressure. These attributes are crucial for the Financial Planning Assistant role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your professionalism and attention to detail, which is vital in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Regulations
Familiarise yourself with FCA regulations, especially the Code of Conduct (COCON). Being able to discuss these regulations confidently will show your understanding of the industry and your commitment to compliance.
✨Demonstrate Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in previous roles. Highlight your attention to detail and ability to maintain high standards, as these are crucial for a Financial Planning Assistant.
✨Showcase Your Technical Proficiency
Be ready to discuss your experience with Intelliflo and Microsoft 365 applications. If you have experience with moneyinfo, mention it too, as this could set you apart from other candidates.
✨Prepare for Client Interaction Scenarios
Think about how you would handle client queries or support advisers in meetings. Practising responses to potential scenarios can help you demonstrate your communication skills and proactive mindset during the interview.
