Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support client relationships and manage administrative duties in financial planning.
- Company: Join Sahasraa Solutions, a prestigious independent financial planning firm with over 50 years of heritage.
- Benefits: Enjoy a salary of £32,000 plus bonuses, team socials, and a collaborative environment.
- Why this job: This role offers clear career progression and a supportive team culture with no glass ceiling.
- Qualifications: Ideal for recent graduates or those with 12 months of industry experience; strong English skills required.
- Other info: Office-based in Central London, with a focus on professional development.
The predicted salary is between 19200 - 28800 £ per year.
Join to apply for the Financial Planning Assistant role at Sahasraa Solutions
1 day ago Be among the first 25 applicants
Join to apply for the Financial Planning Assistant role at Sahasraa Solutions
Get AI-powered advice on this job and more exclusive features.
Our client is looking to recruit a Financial Planning Assistant to join their privately owned, independent financial planning business who support excellent career progression.
This prestigious firm offers a superb opportunity to be part of a highly regarded firm who invest in their team and ensure you have the right support in place to thrive.
This role is well suited to a graduate looking to pursue a career within financial planning industry or someone with 12 months industry experience.
As a Financial Planning Assistant, you will be supporting their team through client relationship management and administrative duties. Duties would include, assisting with the preparation of annual reviews, updating their CRM system, submitting cases, diary management etc
Our client would provide a clear pathway to progress, for instance to become a Paraplanner and/or a Financial Advisor in due course.
You will be joining a loyal team with very high staff retention, operating a flat structure with no glass ceiling.
Financial Planning Assistant Requirements
- This role would be well suited to a recent graduate or someone with 12 months industry experience
- You should have excellent written and verbal English
- You should be career minded and be prepared to work hard to develop your skills and knowledge
- You must have high attention to detail and be highly organised
Financial Planning Assistant Benefits
- Salary of circa £32,000 plus discretionary bonus
- Ideally office based in their Central London premises
- Highly collaborative environment, with regular team social activities and events
- Privately owned and managed firm
- Longstanding business with 50+ years heritage
Location
Central London
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
LNKD1_UKTJ
Seniority level
-
Seniority level
Entry level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
-
Industries
Investment Advice
Referrals increase your chances of interviewing at Sahasraa Solutions by 2x
Get notified about new Financial Planning Assistant jobs in Little London, England, United Kingdom.
Bracknell, England, United Kingdom 1 day ago
Newbury, England, United Kingdom 2 weeks ago
Bracknell, England, United Kingdom 5 days ago
Woking, England, United Kingdom 2 days ago
Woking, England, United Kingdom 2 days ago
Newbury, England, United Kingdom 1 week ago
Woking, England, United Kingdom 2 days ago
Reading, England, United Kingdom 5 minutes ago
Reading, England, United Kingdom 4 days ago
Reading, England, United Kingdom 2 weeks ago
Maidenhead, England, United Kingdom 15 hours ago
Reading, England, United Kingdom 2 weeks ago
Guildford, England, United Kingdom 5 days ago
Reading, England, United Kingdom 1 week ago
Woking, England, United Kingdom 2 days ago
Culham, England, United Kingdom 4 weeks ago
Reading, England, United Kingdom 3 hours ago
Culham, England, United Kingdom 4 weeks ago
Reading, England, United Kingdom 6 days ago
Bracknell, England, United Kingdom 6 days ago
Reading, England, United Kingdom 1 week ago
Woking, England, United Kingdom 3 weeks ago
Financial and Commercial Operations Analyst
Hursley, England, United Kingdom 2 days ago
Blackwater, England, United Kingdom 1 day ago
Farnborough, England, United Kingdom 2 weeks ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Financial Planning Assistant employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local finance-related events or join online forums to connect with people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest trends and tools in financial planning. Being knowledgeable about CRM systems and financial software can set you apart from other candidates. Consider taking short courses or certifications that enhance your skills relevant to the role.
✨Tip Number 3
Prepare for potential interviews by practising common questions related to client relationship management and administrative tasks. Think of examples from your past experiences that demonstrate your attention to detail and organisational skills.
✨Tip Number 4
Show your enthusiasm for career progression during conversations with recruiters or in interviews. Research the pathways available within the company, such as becoming a Paraplanner or Financial Advisor, and express your commitment to developing your career in financial planning.
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the Financial Planning Assistant role. Emphasise any experience in client relationship management, administrative duties, or financial planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial planning industry. Mention why you are interested in this specific role at Sahasraa Solutions and how your background makes you a suitable candidate.
Highlight Attention to Detail: Since the role requires high attention to detail, provide examples in your application that demonstrate your organisational skills and ability to manage multiple tasks effectively.
Showcase Your Communication Skills: As excellent written and verbal English is essential, ensure your application is free from errors. Use clear and concise language to convey your thoughts and experiences.
How to prepare for a job interview at Sahasraa Solutions
✨Research the Company
Before your interview, take some time to learn about Sahasraa Solutions. Understand their values, mission, and the services they offer. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Prepare for Common Questions
Anticipate questions related to financial planning, client management, and your organisational skills. Be ready to discuss your experiences, even if they are from your studies or internships, and how they relate to the responsibilities of a Financial Planning Assistant.
✨Showcase Your Attention to Detail
As this role requires high attention to detail, be prepared to provide examples of how you've demonstrated this skill in past experiences. Whether it's through academic projects or previous jobs, highlight instances where your meticulousness made a difference.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask the interviewer. Inquire about the team dynamics, opportunities for progression, or what a typical day looks like for a Financial Planning Assistant. This shows your enthusiasm and eagerness to learn more about the role.
