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Financial Planning Assistant - Fintech

  • City of London, London
  • Permanent
  • £35,000 to £40,000

Job details.

Our client, a leading player in the field of wealth management, seamlessly combines cutting-edge technology with expert financial advice to provide tailor-made financial solutions. They focus on empowering individuals, families, and businesses to make informed financial decisions and achieve their long-term goals.

Their comprehensive range of wealth management services encompasses investment portfolio management, retirement planning, tax-efficient solutions, and personalized financial advice. They take pride in their unique approach, which involves understanding each client's individual circumstances and designing strategies that align with their financial objectives. Leveraging deep industry knowledge and advanced technology, they strive to deliver superior investment outcomes for our clients.

Currently boasting a team of approximately 50 staff, the company harbours ambitious growth plans and a distinctive ethos that sets them apart from traditional financial planning firms.

They specialise in offering ethical financial advice to high-net-worth clients and are committed to integrating cutting-edge technology within the financial advisory landscape.

At present, they are seeking a dynamic individual to join their team as a Financial Planning Assistant. This role is ideal for a Financial Planning Administrator with previous experience who recognizes the pivotal role technology plays in the future of wealth management.

They’re not just looking for a standard candidate; They seek someone who enjoys thinking outside the box and shares their vision that technology-led advice is the future.

Innovation and Technology:

As a fintech business, they embrace technological advancements to enhance our services. They harness sophisticated algorithms and data-driven insights to inform investment decisions and optimize portfolios. By combining automation with human expertise, They provide efficient and personalized solutions that adapt to their clients' evolving needs.

Company Culture:

Our client fosters a collaborative and inclusive work culture, emphasising diversity and equal opportunities. Their values revolve around creativity, innovation, and continuous learning, creating an environment where employees can thrive and contribute to our company's growth.

The Package:

• Base Salary £30,000 - £40,000 depending on experience

• Discretionary bonus up to 20%

• Share incentive plan

• 27 days holiday

• 6% pension

• Flexible working - long-term expectation to work 2 days a week from home

• Paid for exams and training

• Income Protection

• Private Medical Insurance

• 4x Death In Service

Take the next step in your career with our client and be part of a future-focused team that values innovation and client-centric solutions.


  1. Financial Services
  2. Financial Planning

Benjamin Holmes

Founder & Key Account Manager

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