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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 in central London.
- Benefits: Enjoy a competitive salary, bonuses, and ongoing training opportunities.
- Why this job: Be part of a team that delivers bespoke advice to clients and makes a real impact.
- Qualifications: 5+ years in financial planning support, strong industry knowledge, and excellent communication skills required.
- Other info: Proficiency in Intelliflo is essential; embrace continuous learning and adapt to new challenges.
The predicted salary is between 28800 - 48000 £ per year.
Job Description
Opportunity: Financial Planning Assistant
Location: central London
Salary: £40K + 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
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.m@financialdivisions.co.uk
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 industry. Attend relevant events or webinars where you can meet people who work in wealth management. This can help you gain insights into the role and potentially get referrals.
✨Tip Number 2
Familiarise yourself with the specific software mentioned in the job description, such as Intelliflo. Consider taking online courses or tutorials to enhance your skills, as this will show your commitment and readiness for the role.
✨Tip Number 3
Prepare to discuss your understanding of FCA regulations during interviews. Brush up on the Code of Conduct (COCON) and be ready to explain how you have applied these principles in your previous roles.
✨Tip Number 4
Demonstrate your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. Be ready to share specific instances where your attention to detail made a significant impact on your team's success.
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 crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to this specific position. Mention how your skills align with the responsibilities outlined in the job description, particularly your administrative support experience.
Highlight Key Skills: In your application, clearly outline your organisational skills, attention to detail, and communication abilities. These are essential for the role and should be evident in your written materials.
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 vital in the financial services industry.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Regulations
Make sure you brush up on FCA regulations, especially the Code of Conduct (COCON). Being able to discuss these confidently will show that you understand the compliance standards expected in the role.
✨Demonstrate Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in previous roles. Highlight your attention to detail and how it has positively impacted your team's efficiency.
✨Familiarise Yourself with Relevant Software
Since experience with Intelliflo is essential, ensure you can discuss your proficiency with it. If you have experience with moneyinfo, be ready to mention that too, as it could set you apart from other candidates.
✨Showcase Your Communication Skills
Be prepared to demonstrate your excellent communication abilities. Think of scenarios where you've effectively liaised with clients or team members, as this role requires strong interpersonal skills.
