Financial Planning Assistant

Pure Resourcing

Job Location:

London - UK

Monthly Salary: £ 30000 - 40000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Description

Financial Planning Assistant

Salary:Basic Bonus Benefits

Location: City of London (Hybrid)

Were 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

Required Experience:

Junior IC

Job DescriptionFinancial Planning AssistantSalary:Basic Bonus BenefitsLocation: City of London (Hybrid)Were 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 HN...