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- Tasks: Support Financial Planners in delivering bespoke financial advice and analysing client data.
- Company: Join a tier 1 wealth management firm shaping the future of Financial Planning.
- Benefits: Competitive salary, excellent benefits, and ongoing professional development.
- Why this job: Be a vital link in delivering tailored financial advice and grow your career.
- Qualifications: Level 4 qualification and experience in a financial planning environment preferred.
- Other info: Collaborative culture that values your input and supports your growth.
The predicted salary is between 34000 - 51000 £ per year.
Are you looking to join a practice who are looking to shape the future of Financial Planning? I’m 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. I want 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.
Your key responsibilities will include:
- 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
We’re looking for someone who’s curious, detail-oriented, and excited by the opportunity to grow with us. You’ll ideally have:
- Level 4 qualification (CII Diploma in Regulated Financial Planning or equivalent) and ideally progressing (or interested in progressing) with your advanced exams
- 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
The role offers:
- A competitive salary of £40,000 - £60,000 per annum
- An excellent benefits package
- Ongoing professional development and training
- A culture that supports your growth, values your input, and challenges the status quo
If you’re a driven financial planning professional ready to take your career further, I’d love to hear from you.
Financial Planning Assistant in London employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant in London
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field on LinkedIn or at industry events. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend role-playing with a friend or mentor 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 our team!
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. We love seeing candidates who are proactive and engaged!
We think you need these skills to ace Financial Planning Assistant in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial planning. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant qualifications and achievements!
Show Your Passion: Let your enthusiasm for financial planning shine through! We’re looking for someone who’s excited about the opportunity to grow with us, so share why you’re passionate about this field and how you can contribute to our team.
Be Detail-Oriented: Since the role involves reviewing and analysing client circumstances, it’s crucial to demonstrate your attention to detail. Make sure your application is free from typos and clearly structured, reflecting the high standards we uphold at StudySmarter.
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’re considered for this exciting opportunity. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Planning 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 interested in the role, but that you understand the intricacies involved.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific client situations or challenges. Think about past experiences where you've solved complex problems and be ready to share those examples. This will demonstrate your initiative and problem-solving skills.
✨Show Your Collaborative Spirit
Since this role involves liaising with various teams, be prepared to discuss how you work well in a team environment. Share examples of how you've collaborated with others in previous roles to achieve common goals, especially in a financial planning context.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the firm's approach to client relationships or how they support ongoing professional development. This shows your genuine interest in the company and the role, and it helps you assess if it's the right fit for you.
