Are you an experienced Financial Planning Assistant looking to take the next step in your career? Do you thrive in a fast‑paced, client‑focused environment where accuracy, organisation and teamwork truly matter? If so, this could be the perfect opportunity for you.
We’re looking for a proactive and detail‑driven Financial Planning Assistant to support one or two of our Financial Planners and play a key role in mentoring and developing trainee and apprentice FP Assistants. This is a fantastic chance to join a collaborative team where your expertise will directly contribute to exceptional client service and the smooth running of our advice process.
What you’ll be doing:
You’ll be at the heart of our client journey, ensuring every stage runs efficiently and professionally. Your responsibilities will include:
1. Preparing pre‑meeting packs for new clients
2. Drafting client engagement letters alongside Financial Planners
3. Recording and maintaining client information in Intelligent Office (IO)
4. Adding, updating and monitoring tasks within IO
5. Processing platform work, including new business submissions, cash management and fund switches
6. Assisting with four‑eye checks to maintain accuracy and compliance
7. Using provider websites to gather product information and valuations
8. Submitting and tracking new business
9. Supporting Financial Planners with Annual Reviews
10. Liaising with life offices, IMS and other third‑party providers
11. Handling client queries and taking incoming calls when required
12. Keeping Financial Planners updated on pipeline and in‑progress cases
13. Working closely with Paraplanners and the review team to ensure timely production of reports
14. Adding client remuneration expectations to IO and generating invoices where appropriate
15. Submitting Letters of Authority and gathering required information
16. Completing AML checks, including ID verification and ID3 Global processing
17. Producing client valuations using IO and Figaro
18. Supporting with trusts and death claims
19. Acting as a subject matter expert in one or more specialist areas (e.g., trusts, DB pension transfers)
What you’ll bring:
We’re looking for someone who combines technical capability with a strong client‑service mindset.
Qualifications & Experience:
20. Degree‑level education (or equivalent) preferred
21. Minimum of 4 years’ experience in Financial Planning support
Skills & Attributes:
22. Excellent customer service skills
23. Strong written and verbal communication
24. Exceptional attention to detail
25. Highly organised and able to prioritise effectively
26. Confident mentoring and supporting junior team members
Why join us?
You’ll be part of a supportive, knowledgeable team that values collaboration, continuous improvement and professional development. We’ll give you the tools, training and environment to grow your expertise and progress your career within financial planning.