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- Tasks: Support ultra-high-net-worth clients and manage the full client lifecycle.
- Company: Leading wealth management firm in the heart of London.
- Benefits: Competitive salary, bonuses, private medical insurance, and hybrid working.
- Why this job: Join a high-profile team and gain exposure to exciting financial planning work.
- Qualifications: 5 years in client support with strong communication and organisational skills.
- Other info: Great career growth opportunities with exam support for professional development.
The predicted salary is between 28000 - 42000 ÂŁ per year.
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 ÂŁ1M to over ÂŁ2B.
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 finance world, attend industry events, and don’t be shy about letting people know you’re on the hunt for a Financial Planning Assistant role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and how they serve ultra-high-net-worth individuals. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and internal teams, being able to articulate your thoughts clearly is key. Consider mock interviews or even chatting with friends to build your confidence.
✨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 can sometimes give you an edge. Plus, it shows you’re serious about joining our fantastic team!
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Assistant role. 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 explain 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. Make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their documents are polished and professional, as it reflects the quality of work we expect.
Apply Through Our Website: We encourage you to apply through our website for the best chance of being noticed. It’s straightforward and ensures your application goes directly to us. Plus, it shows you’re keen on joining our team at StudySmarter!
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 portfolios. Brush up on your financial knowledge and be ready to discuss key metrics or recent trends in wealth management. This shows you’re not just organised but also knowledgeable and engaged.
✨Showcase Your Organisational Skills
Since the role requires managing client relationships and preparing review meetings, come prepared with examples of how you've successfully organised similar tasks in the past. Highlight any tools or systems you’ve used to keep everything on track, as this will demonstrate your ability to handle the responsibilities of the job.
✨Practice Client Engagement Scenarios
You’ll need to liaise confidently with clients and stakeholders. Prepare for role-play scenarios where you might have to explain complex financial concepts or handle client queries. This will help you feel more comfortable during the actual interview and show that you can communicate effectively with high-net-worth individuals.
✨Express Your Long-Term Goals
The firm is looking for someone who wants to progress within financial planning. Be ready to discuss your career aspirations and how this role fits into your long-term plans. This shows your commitment to growth and aligns with their desire to support your professional development.
