Financial Planning Assistant

Overview

We are working with a leading wealth management firm based in the heart of London to recruit a Financial Planning Assistant. This is an outstanding opportunity for a highly organised and client-focused professional to join a well-regarded team advising ultra-high-net-worth clients, with portfolios ranging from £1M to over £2B.Key Responsibilities

Act as a key liaison between clients and internal teams, ensuring delivery of an exceptional client experiencePrepare review meeting packs, attend client meetings, take notes, and manage follow-up actionsOversee the implementation of advice, working closely with technical and administrative colleaguesSupport onboarding of new clients, including preparation of proposals and necessary documentationContribute to “shortened advice” cases (e.g. ISAs, pension contributions/withdrawals)Maintain accurate records and ensure all CRM systems are up to dateOwn and manage the annual review diary to ensure timely and compliant reviewsLiaise confidently with clients, internal stakeholders, and external third parties (lawyers, accountants, providers)What We’re Looking For

Minimum of 5 years’ experience in a client support or relationship role within financial planning or private wealthStrong communication skills and the confidence to engage with high-net-worth clients and senior professionalsA high level of attention to detail, organisational ability, and confidence handling numbersDesire to progress within financial planning - exam support will be offeredA team player with a proactive mindset and a genuine interest in building long-term client relationshipsPackage

Salary: £35,000 – £45,000 depending on experienceAnnual discretionary bonusPrivate Medical InsuranceIncome ProtectionSeason Ticket LoanDeath in Service coverEmployee Assistance ProgrammeSubsidised Gym MembershipCycle to Work SchemeHybrid workingThis is a brilliant opportunity to join a high-profile wealth management business offering long-term career growth, excellent support, and exposure to some of the most interesting work in the ..... full job details .....