At a Glance
- Tasks: Support financial advisers by managing client cases and ensuring accurate documentation.
- Company: Leading HNW financial services provider in the heart of London.
- Benefits: Competitive salary, bonus, hybrid work, and comprehensive benefits.
- Other info: Fast-paced environment with opportunities for growth and development.
- Why this job: Join a dynamic team and kickstart your career in wealth management.
- Qualifications: 6-18 months experience in financial planning and a degree.
The predicted salary is between 30000 - 40000 € per year.
Salary: £30,000 – 40,000 Basic + Bonus + Benefits
Location: City of London (Hybrid)
We’re looking for a highly organised, detail driven Financial Planning Assistant to play a key role in delivering a seamless client journey from prospect through to ongoing service, for a leading HNW financial services provider.
This is a junior role, suiting someone with 6 – 18 months experience in a financial planning / wealth administration role, looking to join a dynamic wealth management team.
This is a pivotal position supporting advisers across all stages, ensuring everything is accurate, compliant, and client ready.
Responsibilities:
- Managing client cases end-to-end (onboarding / servicing)
- Preparing files, fact finds, and documentation for adviser meetings
- Handling AML/KYC checks and onboarding processes
- Submitting and tracking new business and transfers
- Maintaining CRM records and keeping pipelines moving
- Supporting advisers with tools like FE Analytics and Voyant
- Liaising with providers to drive cases forward
Experience required:
- 6 – 18 months experience in working for an IFA practice in a financial planning / wealth management support role
- Strong organisation and attention to detail
- Degree educated
- Outgoing personality, team player
- Confident communicator with a client first approach
- Ability to manage multiple cases in a fast-paced environment
Financial Planning Assistant in London employer: Pure Resourcing
Join a leading HNW financial services provider in the heart of the City of London, where you will thrive in a dynamic and supportive work culture that prioritises employee growth and development. With a competitive salary package, hybrid working options, and a focus on delivering exceptional client service, this role offers a unique opportunity to advance your career in financial planning while being part of a collaborative team dedicated to excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Assistant in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Financial Planning Assistant role!
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. Think about your past experiences and how they relate to the job description. We want you to showcase your organisational skills and attention to detail, so have examples ready!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from the interview to remind them of your conversation and reinforce your interest.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive and engaged with our company. Let’s get you that Financial Planning Assistant position!
We think you need these skills to ace Financial Planning Assistant in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your organisational skills and attention to detail, as these are key for the Financial Planning Assistant role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for our team. Share specific examples from your past experience that demonstrate your ability to manage client cases and support advisers effectively.
Showcase Your Communication Skills:Since this role requires confident communication, make sure to convey your personality in your application. We want to see how you can connect with clients and team members alike!
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 during the process.
How to prepare for a job interview at Pure Resourcing
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key concepts related to financial planning. Familiarise yourself with terms like KYC, AML, and CRM systems, as these will likely come up during the interview.
✨Showcase Your Organisation Skills
Since this role requires strong organisational skills, prepare examples of how you've managed multiple tasks or cases in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Be Client-Centric
Demonstrate your client-first approach by sharing experiences where you went above and beyond for a client. This could be anything from resolving an issue to ensuring they received timely updates on their cases.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client service and team dynamics. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
