Financial Planning Assistant
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 Financial Planning Assistant position offers the opportunity to work closely with the founder of the business while the firm continues to grow and expand its client base.
Company Overview
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. As the business continues to grow, they are looking to bring in a Financial Planning Assistant to help support operations and maintain best in class service for clients.
Job Overview
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 Financial Planning Assistant role 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 Financial Planning Assistant 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.
Here's what you'll be doing:
* 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
Here are the skills you'll need:
* 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
Work Permissions
You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.
Here are the benefits of this job:
* 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.