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- Tasks: Support experienced Financial Planners and deliver tailored financial advice to clients.
- Company: An innovative wealth management firm with over 200 years of investment expertise.
- Benefits: Competitive salary, excellent benefits, and a collaborative work environment.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Degree educated, Level 4 qualified, and 2 years' experience in financial planning.
- Other info: Diverse and inclusive workplace with opportunities for career growth.
The predicted salary is between 36000 - 60000 £ per year.
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
- 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)
- 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
Pay range and compensation package
Excellent benefits package
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 don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that Assistant Financial Planner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of financial products and regulations. We recommend doing mock interviews with friends or using online resources to get comfortable discussing your experience and how it relates to the role.
✨Tip Number 3
Showcase your skills through real-life examples! When you get the chance to chat with recruiters or during interviews, share specific instances where you’ve successfully supported financial planners or resolved complex client queries. We want to see how you can add value!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and engaged in their job search.
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 experience mentioned in the job description. Highlight your financial planning background and any relevant qualifications to show us you’re the perfect fit for the Assistant Financial Planner role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your experience aligns with our values of trust and integrity. Keep it concise but impactful!
Showcase Your Team Spirit: Since this role is all about collaboration, make sure to mention any experiences where you’ve worked effectively in a team. We love seeing how you can contribute to our client-focused environment!
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 recruitment 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, documentation preparation, and resolving queries. This will demonstrate your problem-solving skills and client-focused mindset.
✨Showcase Your Collaborative Spirit
Since this role involves working closely with Consultants and Paraplanners, 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 values.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm’s approach to client service or how they integrate innovation into their financial planning. This shows your genuine interest in the role and the company.
