Financial Planning Assistant

Salary: £30,000 – 40,000 Basic + Bonus + Benefits

Location: City of London (Hybrid)

We’re looking for a highly organised, detail driven Financial Planning Assistant to play a key role in delivering a seamless client journey from prospect through to ongoing service, for a leading HNW financial services provider.

This is a junior role, suiting someone with 6 – 18 months experience in a financial planning / wealth administration role, looking to join a dynamic wealth management team.

This is a pivotal position supporting advisers across all stages, ensuring everything is accurate, compliant, and client ready.

Responsibilities:

• Managing client cases end-to-end (onboarding / servicing)
• Preparing files, fact finds, and documentation for adviser meetings
• Handling AML/KYC checks and onboarding processes
• Submitting and tracking new business and transfers
• Maintaining CRM records and keeping pipelines moving
• Supporting advisers with tools like FE Analytics and Voyant
• Liaising with providers to drive cases forward

Experience required:

• 6 – 18 months experience in working for an IFA practice in a financial planning / wealth management support role
• Strong organisation and attention to detail
• Degree educated
• Outgoing personality, team player
• Confident communicator with a client first approach
• Ability to manage multiple cases in a fast-paced environment