Assistant Financial Planner

About the Company Are you ready to take the next step in your financial planning career with a firm that blends tradition with innovation? An independently owned wealth management firm, with a legacy rooted in over two centuries of investment expertise, is seeking an Assistant Financial Planner to join its dynamic London team. With offices across the UK and over £7.88 billion in assets under management, this is a rare opportunity to be part of a business that values trust, integrity, and exceptional client service. About the Role As an Assistant Financial Planner, you’ll play a key role in supporting experienced Financial Planners and helping deliver tailored financial advice to a diverse client base. You’ll be the bridge between Client Administration and Consultants—reviewing client circumstances, preparing documentation, and ensuring a seamless advice process. This is a collaborative, client-focused environment where your contributions will directly impact the quality of service and outcomes delivered. Responsibilities Assist in delivering comprehensive financial planning services Conduct initial client reviews and present findings to Consultants Prepare documentation including valuations, cashflow analyses, and suitability reports Liaise with Paraplanners and Admin teams to streamline processes Resolve complex queries with providers and interpret quotes Coordinate onboarding of new clients and manage CRM workflows Collaborate with AFPs to harmonise standards across desks Engage with introducers to generate new leads Qualifications Degree educated Level 4 qualified (CII Diploma or equivalent) Progress toward Level 6 qualification desirable Minimum 2 years’ experience in a financial planning environment Strong understanding of financial products and onboarding requirements Familiarity with AML and regulatory frameworks Required Skills Strong understanding of financial products and onboarding requirements Preferred Skills Progress toward Level 6 qualification desirable Pay range and compensation package Competitive salary Excellent benefits package Career development in a respected, forward-thinking firm Equal Opportunity Statement We are committed to diversity and inclusivity. ```

Location: City of London, London, GB

Posted Date: 10/30/2025