At a Glance
- Tasks: Support advisers in delivering top-notch client experiences and manage cases from start to finish.
- Company: Award-winning financial service provider based in the heart of London.
- Benefits: Competitive salary up to £40k, bonuses, and great benefits including hybrid work.
- Other info: Opportunity for growth in a fast-paced, client-focused environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in wealth management and strong organisational skills are essential.
The predicted salary is between 40000 - 40000 £ per year.
Location: City, London (Hybrid)
Salary: Up to £40k Basic + Bonus + Benefits
Our client is an award-winning financial service provider based in the City of London. We’re looking for a highly organised, detail-driven Client Relationship Manager / Wealth Management Administrator to play a key role in delivering a seamless client experience from first contact through to ongoing service.
You’ll be supporting a team of advisers across the full client journey – preparing for meetings, managing onboarding, handling new business, and keeping everything compliant, accurate, and on track.
Responsibilities:- Managing client cases end-to-end (prospect to onboarding to ongoing service)
- Preparing files, fact finds, and documentation for adviser meetings
- Handling AML/KYC checks and onboarding processes
- Submitting and tracking new business and transfers
- Liaising with providers, platforms, and clients
- Maintaining CRM records and keeping pipelines moving
- Supporting advisers with tools like FE Analytics and Voyant
- Experience in wealth management or financial planning administration essential
- Strong organisation and attention to detail
- Confident communicator with a client-first mindset
- Proactive, solutions-focused, and able to manage multiple cases
Financial Planning Assistant employer: Pure Resourcing
Our client is an award-winning financial service provider located in the vibrant City of London, offering a dynamic work environment that fosters collaboration and innovation. With a strong emphasis on employee growth, they provide comprehensive training and development opportunities, alongside competitive salaries and bonuses. The hybrid working model ensures a healthy work-life balance, making it an excellent choice for those seeking a rewarding career in wealth management.
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 services industry 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 a hiring manager.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client service approach and think about how your skills can enhance their team. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your communication skills! As a Financial Planning Assistant, you'll need to convey complex information clearly. Try mock interviews with friends or use online resources to refine your pitch and ensure you come across as confident and client-focused.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you an edge. Plus, we’re always here to support you in your job search journey!
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 wealth management and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about client services and how your proactive approach aligns with our client-first mindset. Let us know what makes you the perfect fit for this role.
Showcase Your Organisation Skills:Since this role requires strong organisation and attention to detail, make sure to highlight specific examples from your past experiences. We love seeing how you've managed multiple cases or projects successfully!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Pure Resourcing
✨Know Your Stuff
Make sure you brush up on the basics of wealth management and financial planning. Understand the key terms and processes, especially around client onboarding and compliance. This will show that you're not just interested in the role but also knowledgeable about the industry.
✨Showcase Your Organisation Skills
Since the role requires strong organisational skills, prepare examples from your past experiences where you successfully managed multiple tasks or cases. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your attention to detail.
✨Client-Centric Mindset
Demonstrate your client-first approach by sharing stories where you went above and beyond for clients. Discuss how you handle difficult situations and ensure a seamless experience, as this is crucial for the role.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the team dynamics, tools they use like FE Analytics and Voyant, or how they measure success in the role. It shows your genuine interest and helps you assess if the company is the right fit for you.
