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- Tasks: Support high-net-worth clients and assist in financial planning processes.
- Company: Leading wealth management firm based in London with a stellar reputation.
- Benefits: Competitive salary, bonuses, private medical insurance, and hybrid working options.
- Why this job: Join a dynamic team and gain valuable experience in financial planning.
- Qualifications: 5 years in client support, strong communication, and attention to detail.
- Other info: Great career growth opportunities and exam support for professional development.
The predicted salary is between 28000 - 36000 £ per year.
Job Description
We are working with a leading wealth management firm based in the heart of London to recruit a Financial Planning Assistant. This is an outstanding opportunity for a highly organised and client-focused professional to join a well-regarded team advising ultra-high-net-worth clients, with portfolios ranging from £1M to over £2B.
The successful candidate will work closely with two experienced advisers, supporting the full client lifecycle – from onboarding and ongoing relationship management to preparing review meetings and helping implement complex advice.
Key Responsibilities:
- Act as a key liaison between clients and internal teams, ensuring delivery of an exceptional client experience
- Prepare review meeting packs, attend client meetings, take notes, and manage follow-up actions
- Oversee the implementation of advice, working closely with technical and administrative colleagues
- Support onboarding of new clients, including preparation of proposals and necessary documentation
- Contribute to “shortened advice” cases (e.g. ISAs, pension contributions/withdrawals)
- Maintain accurate records and ensure all CRM systems are up to date
- Own and manage the annual review diary to ensure timely and compliant reviews
- Liaise confidently with clients, internal stakeholders, and external third parties (lawyers, accountants, providers)
What We’re Looking For:
- Minimum of 5 years’ experience in a client support or relationship role within financial planning or private wealth
- Strong communication skills and the confidence to engage with high-net-worth clients and senior professionals
- A high level of attention to detail, organisational ability, and confidence handling numbers
- Desire to progress within financial planning – exam support will be offered
- A team player with a proactive mindset and a genuine interest in building long-term client relationships
Package:
- Salary: £35,000 – £45,000 depending on experience
- Annual discretionary bonus
- Private Medical Insurance
- Income Protection
- Season Ticket Loan
- Death in Service cover
- Employee Assistance Programme
- Subsidised Gym Membership
- Cycle to Work Scheme
- Hybrid working
This is a brilliant opportunity to join a high-profile wealth management business offering long-term career growth, excellent support, and exposure to some of the most interesting work in the sector.
Financial Planning Assistant employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant
✨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 hunt for a Financial Planning Assistant role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client relationships and be ready to discuss how your experience aligns with their values. This shows you're genuinely interested and not just another candidate.
✨Tip Number 3
Practice your communication skills! Since you'll be liaising with high-net-worth clients, it's crucial to convey confidence and professionalism. Role-play common interview questions with a friend to polish your delivery and ensure you come across as the organised, client-focused professional they’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for the role. Plus, it’s a great way to keep track of your applications and follow up easily.
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Financial Planning Assistant. Highlight your experience in client support and relationship management, especially if you've worked with high-net-worth clients before. We want to see how your skills align with what we're looking for!
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 you can contribute to our team. Be sure to mention any relevant experience and your desire to grow within the industry.
Show Off Your Attention to Detail: In this role, attention to detail is key. When submitting your application, double-check for any typos or formatting issues. A polished application shows us that you take pride in your work and understand the importance of accuracy.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you'll be able to upload all your documents in one go. Plus, it helps us keep track of your application better!
How to prepare for a job interview at mbf
✨Know Your Numbers
As a Financial Planning Assistant, you'll be dealing with high-net-worth clients and complex financial data. Brush up on your numerical skills and be prepared to discuss financial concepts confidently. This will show that you can handle the responsibilities of the role.
✨Research the Firm
Take some time to understand the wealth management firm you're interviewing with. Familiarise yourself with their services, client base, and recent news. This knowledge will help you tailor your answers and demonstrate your genuine interest in the company.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Be ready to discuss how you would manage client relationships, prepare meeting packs, or handle follow-up actions. This will showcase your proactive mindset and organisational skills.
✨Show Your Team Spirit
Since this role involves working closely with advisers and other internal teams, highlight your teamwork experience. Share examples of how you've collaborated effectively in the past and how you can contribute to building long-term client relationships.
