Financial Planning Assistant

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

London / hybrid

Salary £40,000 - £50,000 basic plus superb benefits package including a 10% pension, exam support and market leading training

We’re partnered with a tier 1 wealth management firm whose aim is to provide truly exceptional, personalised financial planning to their core HNW and UHNW client base. We’re looking to speak to ambitious and technical financial planning support specialists who want to join a collaborative London-based team. This is a unique opportunity to work alongside experienced professionals and take the next meaningful step in your financial planning career.

You’ll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. You’ll help shape client journeys and ensure that each recommendation is based on rigorous analysis and genuine understanding.

• Supporting Financial Planners in delivering bespoke financial advice
• Reviewing and analysing client circumstances and financial data
• Preparing high-quality documentation: valuations, cashflow models, executive summaries, suitability reports, etc.
• Liaising with Paraplanning, Admin, and product providers to ensure seamless client experience
• Coordinating onboarding of new clients and supporting ongoing client relationships
• Using cutting-edge planning and CRM systems to manage workflow efficiently
• Collaborating with colleagues to standardise best practices across desks
• Helping generate new business through introducer relationships

• Level 4 qualification (CII Diploma in Regulated Financial Planning or equivalent) and ideally progressing (or interested in progressing) with your advanced exams.
• At least 2 years’ experience in a financial planning environment
• A strong grasp of financial planning products, client onboarding, AML, and compliance
• Confident communication skills and the ability to solve complex problems with initiative

• Seniority level:
  Associate
• Employment type:
  
  Full-time
• Job function:
  Administrative and Finance