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- Tasks: Support financial planning processes and maintain client relationships in a dynamic environment.
- Company: A growing independent financial planning business based in London.
- Benefits: Competitive salary, hybrid working, and direct mentorship from the founder.
- Why this job: Kickstart your career in finance with hands-on experience and growth opportunities.
- Qualifications: Organisational skills and a proactive mindset; experience in finance is a plus.
- Other info: Great entry point into the financial services sector with strong learning potential.
The predicted salary is between 26000 - 30000 £ per year.
A growing financial planning business based in London is looking for a Financial Planning Assistant to join the team and support the delivery of high quality financial advice to clients. This position offers the opportunity to work closely with the founder while the firm grows and expands its client base.
This independent financial planning business provides tailored financial advice to individuals seeking long term financial security. The firm focuses on building strong client relationships and delivering clear, structured financial planning support across investments, pensions and wider financial goals.
The Financial Planning Assistant will support the day to day administration of the financial planning process, helping to ensure client work is organised, accurate and delivered efficiently. This is primarily a full time position with a salary between £26,000 and £30,000 depending on experience and operates on a hybrid basis near St Pauls tube station in London. There may also be an opportunity for the role to be undertaken on a part time basis for the right candidate.
Working directly with the founder, the Financial Planning Assistant will play a key role in supporting client servicing, preparing reports and coordinating communications while helping the business scale effectively.
Responsibilities:- Liaising with clients and supporting ongoing client relationships
- Organising meetings and coordinating schedules for client reviews
- Preparing financial planning reports and supporting documentation
- Using financial planning tools such as Dynamic Planner, Sureweb and other industry systems
- Assisting with calculations and research, including identifying potential growth rates and comparing financial products such as ISA providers
- Supporting the preparation and distribution of email marketing bulletins
- Maintaining organised client records and supporting administrative processes
- Working closely with the founder to support the ongoing growth of the business
- Experience working as a Financial Planning Assistant or within financial services administration preferred but not essential
- Strong organisational skills and the ability to manage multiple priorities
- Excellent written and verbal communication skills when liaising with clients
- Confidence using systems and the ability to learn financial planning tools such as Dynamic Planner
- High attention to detail when preparing reports and working with financial information
- A proactive mindset with the ability to work independently within a small business environment
You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.
Benefits:- Salary between £26,000 and £30,000 depending on experience
- Hybrid working based near St Pauls in London
- Opportunity to work directly with the founder of a growing financial planning business
- Exposure to the full financial planning process and client journey
- Opportunity for the role to be undertaken part time for the right candidate
- Supportive small business environment with strong learning opportunities
A career as a Financial Planning Assistant provides an excellent entry point into the financial services sector. Demand for financial planning continues to grow as individuals increasingly seek professional guidance around investments, pensions and long term financial goals. Starting as a Financial Planning Assistant offers valuable exposure to financial advice processes, client relationship management and financial analysis, providing a strong foundation for future progression within wealth management, paraplanning or financial advice.
Financial Planning Assistant employer: The Opportunity Hub UK
Contact Detail:
The Opportunity Hub UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Planning Assistant role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your organisational skills and attention to detail. Share examples of how you've managed multiple priorities or improved processes in previous roles.
✨Tip Number 3
Be proactive! If you see a job opening that fits your skills, don’t just wait for the application process. Reach out directly to the company through our website, express your interest, and ask any questions you might have about the role.
✨Tip Number 4
Prepare for interviews by researching the company and its services. Understand their approach to financial planning and be ready to discuss how you can contribute to their growth. This shows you're genuinely interested and ready to jump in!
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Planning Assistant role. Highlight your relevant skills and experiences that align with the job description, especially your organisational skills and attention to detail.
Showcase Your Communication Skills: Since you'll be liaising with clients, it's crucial to demonstrate your excellent written and verbal communication skills. Use clear and concise language in your application to reflect how you would communicate with clients.
Highlight Your Proactive Mindset: We love candidates who take initiative! In your application, mention any examples where you've worked independently or taken charge of a project. This will show us that you're ready to thrive in a small business environment.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at The Opportunity Hub UK
✨Know Your Financial Tools
Familiarise yourself with financial planning tools like Dynamic Planner and Sureweb. Being able to discuss how you’ve used similar systems or your willingness to learn will show your proactive mindset and readiness to support the team.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed multiple priorities in previous roles. This could be through organising meetings, coordinating schedules, or maintaining records. Highlighting these experiences will demonstrate your strong organisational skills.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Since the role involves liaising with clients and preparing reports, showcasing your excellent written and verbal communication skills during the interview is crucial.
✨Demonstrate Attention to Detail
Bring along a sample report or documentation you've worked on in the past, if possible. Discuss how you ensure accuracy in your work, as this role requires high attention to detail when preparing financial information.