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- Tasks: Support Financial Planners in delivering tailored financial advice and managing client relationships.
- Company: A respected wealth management firm with over 200 years of investment expertise.
- Benefits: Competitive salary, excellent benefits, and career development opportunities.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Degree educated with Level 4 qualification and 2 years' experience in financial planning.
- Other info: Diverse and inclusive workplace committed to your growth.
The predicted salary is between 36000 - 60000 £ per year.
About the Company
Are you ready to take the next step in your financial planning career with a firm that blends tradition with innovation? An independently owned wealth management firm, with a legacy rooted in over two centuries of investment expertise, is seeking an Assistant Financial Planner to join its dynamic London team. With offices across the UK and over £7.88 billion in assets under management, this is a rare opportunity to be part of a business that values trust, integrity, and exceptional client service.
About the Role
As an Assistant Financial Planner, you\’ll play a key role in supporting experienced Financial Planners and helping deliver tailored financial advice to a diverse client base. You\’ll be the bridge between Client Administration and Consultants—reviewing client circumstances, preparing documentation, and ensuring a seamless advice process. This is a collaborative, client-focused environment where your contributions will directly impact the quality of service and outcomes delivered.
Responsibilities
- Assist in delivering comprehensive financial planning services
- Conduct initial client reviews and present findings to Consultants
- Prepare documentation including valuations, cashflow analyses, and suitability reports
- Liaise with Paraplanners and Admin teams to streamline processes
- Resolve complex queries with providers and interpret quotes
- Coordinate onboarding of new clients and manage CRM workflows
- Collaborate with AFPs to harmonise standards across desks
- Engage with introducers to generate new leads
Qualifications
- Degree educated
- Level 4 qualified (CII Diploma or equivalent)
- Progress toward Level 6 qualification desirable
- Minimum 2 years\’ experience in a financial planning environment
- Strong understanding of financial products and onboarding requirements
- Familiarity with AML and regulatory frameworks
Required Skills
Strong understanding of financial products and onboarding requirements
Preferred Skills
Progress toward Level 6 qualification desirable
Pay range and compensation package
Competitive salary
Excellent benefits package
Career development in a respected, forward-thinking firm
Equal Opportunity Statement
We are committed to diversity and inclusivity.
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Assistant Financial Planner employer: LHH
Contact Detail:
LHH Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone at a firm like this one.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and regulations. Be ready to discuss how your experience aligns with the role of an Assistant Financial Planner, and don’t forget to showcase your client-focused mindset!
✨Tip Number 3
Practice your pitch! When you get the chance to meet potential employers, whether at networking events or informal meet-ups, have a clear and concise introduction about yourself and what you bring to the table as an Assistant Financial Planner.
✨Tip Number 4
Don’t just apply anywhere—apply through our website! We’re all about finding the right fit, so make sure your application stands out by tailoring it to the specific needs of the firm and highlighting your relevant skills and experiences.
We think you need these skills to ace Assistant Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Assistant Financial Planner role. Highlight your financial planning experience and any relevant qualifications, like your Level 4 or progress towards Level 6.
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 you can contribute to our team. Be sure to mention your understanding of financial products and client service.
Showcase Your Collaborative Spirit: Since this role involves working closely with Consultants and other teams, emphasise your teamwork skills. Share examples of how you've successfully collaborated in previous roles to enhance client outcomes.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the quickest way for us to see your application and get you on the path to joining our dynamic team!
How to prepare for a job interview at LHH
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products and services. Being able to discuss these confidently will show that you understand the industry and can contribute effectively to the team.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Prepare to discuss how you would handle initial reviews or complex queries, as this will demonstrate your problem-solving skills and client-focused mindset.
✨Showcase Your Collaborative Spirit
Since the role involves liaising with various teams, be ready to share examples of how you've successfully collaborated in the past. Highlighting your teamwork skills will resonate well with the firm's emphasis on a collaborative environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to financial planning and client service. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals.