Financial Planning Assistant

We are seeking a proactive and detail-oriented Financial Planning Assistant to join our dynamic team in London. This is a fantastic opportunity for someone with a background in financial services administration who is looking to grow their career in a supportive and professional environment.

As a Financial Planning Assistant, you will play a key role in supporting our Financial Planners and ensuring the smooth running of client services. You'll be responsible for managing client data, preparing documentation, liaising with providers, and ensuring compliance with regulatory requirements.

• Maintain accurate client records using Intelligent Office (IO)
• Manage and update tasks within IO
• Prepare pre-meeting packs and client engagement letters
• Support Annual Review processes with Financial Planners
• Submit and process new business applications
• Handle client and provider phone calls and queries
• Manage platform tasks including fund switches and cash management
• Generate invoices and input remuneration expectations
• Obtain valuations and product information from provider websites
• Submit Letters of Authority and conduct AML checks
• Coordinate with Paraplanning and Review teams for timely report delivery
• Manage Trusts and Death Claims
• Promote and ensure compliance with AML regulations

• Experience in a Financial Planning Support role
• Strong customer service and communication skills
• High attention to detail and excellent organisational abilities
• Confident using Intelligent Office (IO) or similar CRM systems
• Ability to work collaboratively in a team environment

• A collaborative and supportive team culture
• Opportunities for professional development and career progression
• Central London office location with hybrid working options
• Competitive salary and benefits package