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.
The successful candidate will work closely with two experienced advisers, supporting the full client lifecycle - from onboarding and ongoing relationship management to preparing review meetings and helping implement complex advice.
Key Responsibilities:
- Act as a key liaison between clients and internal teams, ensuring delivery of an exceptional client experience
- Prepare review meeting packs, attend client meetings, take notes, and manage follow-up actions
- Oversee the implementation of advice, working closely with technical and administrative colleagues
- Support onboarding of new clients, including preparation of proposals and necessary documentation
- Contribute to “shortened advice” cases (e.g. ISAs, pension contributions/withdrawals)
- Maintain accurate records and ensure all CRM systems are up to date
- Own and manage the annual review diary to ensure timely and compliant reviews
- Liaise 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 wealth
- Strong communication skills and the confidence to engage with high-net-worth clients and senior professionals
- A high level of attention to detail, organisational ability, and confidence handling numbers
- Desire to progress within financial planning - exam support will be offered
- A team player with a proactive mindset and a genuine interest in building long-term client relationships
Package:
- Salary: £35,000 – £45,000 depending on experience
- Annual discretionary bonus
- Private Medical Insurance
- Income Protection
- Season Ticket Loan
- Death in Service cover
- Employee Assistance Programme
- Subsidised Gym Membership
- Cycle to Work Scheme
- Hybrid working
This 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 sector.
Sector:
- Financial Services
- Financial Planning
