Job Description
About the Company
Are you ready to take the next step in your financial planning career with a firm that blends tradition with innovation? An independently owned wealth management firm, with a legacy rooted in over two centuries of investment expertise, is seeking an Assistant Financial Planner to join its dynamic London team. With offices across the UK and over £7.88 billion in assets under management, this is a rare opportunity to be part of a business that values trust, integrity, and exceptional client service.
About the Role
As an Assistant Financial Planner, you’ll play a key role in supporting experienced Financial Planners and helping deliver tailored financial advice to a diverse client base. You’ll be the bridge between Client Administration and Consultants—reviewing client circumstances, preparing documentation, and ensuring a seamless advice process. This is a collaborative, client-focused environment where your contributions will directly impact the quality of service and outcomes delivered.
Responsibilities
* Assist in delivering comprehensive financial planning services
* Conduct initial client reviews and present findings to Consultants
* Prepare documentation including valuations, cashflow analyses, and suitability reports
* Liaise with Paraplanners and Admin teams to streamline processes
* Resolve complex queries with providers and interpret quotes
* Coordinate onboarding of new clients and manage CRM workflows
* Collaborate with AFPs to harmonise standards across desks
* Engage with introducers to generate new leads
Qualifications
* Degree educated
* Level 4 qualified (CII Diploma or equivalent)
* Progress toward Level 6 qualification desirable
* Minimum 2 years’ experience in a financial planning environment
* Strong understanding of financial products and onboarding requirements
* Familiarity with AML and regulatory frameworks
Required Skills
Strong understanding of financial products and onboarding requirements
Preferred Skills
Progress toward Level 6 qualification desirable
Pay range and compensation package
Competitive salary
Excellent benefits package
Career development in a respected, forward-thinking firm
Equal Opportunity Statement
We are committed to diversity and inclusivity.
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