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- Tasks: Support Financial Planners in delivering bespoke financial advice and managing client relationships.
- Company: Join a tier 1 wealth management firm with a collaborative London-based team.
- Benefits: Enjoy a competitive salary, superb benefits, and market-leading training opportunities.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Take the next meaningful step in your financial planning career and make a real impact.
- Qualifications: Level 4 qualification and at least 2 years’ experience in financial planning.
The predicted salary is between 40000 - 50000 £ per year.
This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay and location: London / hybrid
Salary: £40,000 - £50,000 basic plus superb benefits package including a 10% pension, exam support and market leading training.
Overview: We’re partnered with a tier 1 wealth management firm whose aim is to provide truly exceptional, personalised financial planning to their core HNW and UHNW client base. We’re looking to speak to ambitious and technical financial planning support specialists who want to join a collaborative London-based team. This is a unique opportunity to work alongside experienced professionals and take the next meaningful step in your financial planning career.
You’ll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. You’ll help shape client journeys and ensure that each recommendation is based on rigorous analysis and genuine understanding.
Responsibilities:
- Supporting Financial Planners in delivering bespoke financial advice
- Reviewing and analysing client circumstances and financial data
- Preparing high-quality documentation: valuations, cashflow models, executive summaries, suitability reports, etc.
- Liaising with Paraplanning, Admin, and product providers to ensure seamless client experience
- Coordinating onboarding of new clients and supporting ongoing client relationships
- Using cutting-edge planning and CRM systems to manage workflow efficiently
- Collaborating with colleagues to standardise best practices across desks
- Helping generate new business through introducer relationships
Requirements:
- Level 4 qualification (CII Diploma in Regulated Financial Planning or equivalent) and ideally progressing (or interested in progressing) with your advanced exams.
- At least 2 years’ experience in a financial planning environment
- A strong grasp of financial planning products, client onboarding, AML, and compliance
- Confident communication skills and the ability to solve complex problems with initiative
Role details:
- Seniority level: Associate
- Employment type: Full-time
- Job function: Administrative and Finance
Financial Planning Assistant in England employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant in England
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector on LinkedIn or at industry events. We can’t stress enough how valuable personal connections can be in landing 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 boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work, like reports or analyses you've done, to demonstrate your expertise during interviews. We want to see how you can add value to the team!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Financial Planning Assistant in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning qualifications and any relevant experience to show us you're the perfect fit for the role.
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 your background aligns with our mission at StudySmarter. Keep it concise but impactful!
Showcase Your Technical Skills: Since we’re looking for someone with a strong grasp of financial planning products and systems, don’t forget to mention any specific tools or software you’ve used. This will help us see how you can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning products and client onboarding processes. Being able to discuss these topics confidently will show that you're not just familiar with the basics, but that you can also handle complex scenarios.
✨Showcase Your Analytical Skills
Prepare to discuss how you've previously reviewed and analysed client circumstances and financial data. Bring examples of high-quality documentation you've prepared, like valuations or suitability reports, to demonstrate your attention to detail and analytical prowess.
✨Practice Your Communication
Since you'll be liaising with various teams, practice articulating your thoughts clearly and confidently. Role-play common interview questions with a friend, focusing on how you would explain complex financial concepts in simple terms.
✨Be Ready to Collaborate
This role involves working closely with others, so think of examples where you've successfully collaborated in a team setting. Highlight how you’ve contributed to standardising best practices or improved client experiences through teamwork.