Financial Planning Assistant , Wealth Planning , Wealth Management

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Financial Planning Assistant, Wealth Planning, Wealth Management, London

Client:

JJ SEARCH LIMITED

Location:

London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

4

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

Salary – 35-45K

The Client

A highly successful and expanding Wealth Management firm, widely recognized with an excellent reputation based in London.

The Role

The Financial Planning Assistant is a great opportunity to join a successful Wealth Planning team. There will also be opportunities for Financial Planning exams to be supported in due course should the candidate be interested in pursuing the RO exams.

The Financial Planning Assistant role provides high-level administrative support to Wealth Management teams, including Wealth Planners and Paraplanners.

The Financial Planning Assistant will be responsible for Client Data Input, Client Record Maintenance, and maintaining the Intelligent Office database, including fund updates.

The role involves issuing and following up on information requests to pension providers and Life and Investment companies.

The Financial Planning Assistant will act as an internal liaison with Investment Managers, produce Valuation Reports, monitor transaction activity, and reconcile client data.

Responsibilities also include processing SIPP contributions, transfers, withdrawals, and managing top-ups and withdrawals on onshore and offshore bonds.

The Candidate

Minimum 3-5 years of experience in a similar Financial Planning or Wealth Planning administration role.

Good organizational and time management skills.

A desire to gain Financial Planning qualifications.

Numerate with attention to detail.

Excellent written and verbal communication skills.

Experience with Intelligent Office, Xplan, Voyant, Finametrica, or Intelliflo would be advantageous.

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