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Assistant Financial Planner

ZipRecruiter

England

Hybrid

GBP 30,000 - 38,000

16 days ago

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An established industry player is seeking an Assistant Financial Planner to join their dynamic team in London. This role offers an exciting opportunity to support financial advisers, ensuring exceptional client outcomes while building strong relationships. With a hybrid work setup and a focus on professional development, this position is ideal for someone looking to grow in the financial services sector. Enjoy a collaborative work environment that values work-life balance and offers a range of benefits including generous holiday, pension contributions, and wellness budgets. If you're passionate about client service and eager to advance your career, this could be the perfect fit for you.

25 days holiday

Pension

Wellness budget

Professional development opportunities

Social events

Minimum 3 A Levels including English and Maths.
2-3 years in financial planning support position.

Support advisers with client-related queries for excellent outcomes.
Build strong client relationships and maintain accurate records.

Client Relationship Management

Organizational Skills

Communication Skills

Attention to Detail

A Levels or equivalent

MS Office

IFA Systems

Job Description

C&C Search is currently recruiting an Assistant Financial Planner for a highly successful and reputable Professional Services firm based in the heart of London!

All about the role and company I would be working for!

Position: Assistant Financial Planner

Salary: £30,000 - £38,000

Hybrid set up: 3 days per week in the office St Pauls (4 days during probation)

Benefits: 25 days holiday, pension, wellness budget, professional development opportunities, social events

Size of company: Medium-sized firm with a strong reputation and a collaborative team environment, growing firm!

Company culture and what makes them great to work for:

The company values its employees and offers a supportive and collaborative work environment. They encourage professional development and provide opportunities for career progression. They also have a strong focus on work-life balance and offer a range of benefits to their employees.

Key responsibilities for this Financial Planning Assistant position:

Provide support to advisers with client-related queries, ensuring excellent client outcomes.
Build strong relationships with clients and act as their first point of contact.
Facilitate the arrangement of investments and liaise with relevant parties.
Arrange and prepare for client review meetings.
Maintain accurate client records and ensure compliance with regulations.
Assist with on-boarding new clients and transferring products.
Assist with the recording of fees and estimates.

What background and experience are they looking for?

Minimum 3 A Levels or equivalent, including English and Maths.
2-3 years + in similar financial planning support position
Experience working in an IFA Firm and dealing with private clients.
Excellent knowledge of MS Office applications and IFA systems.
Strong attention to detail, organizational, and communication skills.
Team player with a proactive and client-focused approach.

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