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Financial Planning Assistant

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IDEX Consulting Ltd

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Location:
United Kingdom , London

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Category:
Finance

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Contract Type:
Not provided

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Salary:

40000.00 - 60000.00 GBP / Year
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Job Description:

Are you looking to join a practice who are looking to shape the future of Financial Planning? I'm partnered with a tier 1 wealth management firm who's aim is to provide truly exceptional, personalised financial planning to their core HNW and UHNW client base. I want to speak to ambitious and technical financial planning support specialists who want to join a collaborative London-based team. This is a unique opportunity to work alongside experienced professionals and take the next meaningful step in your financial planning career. You'll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. You'll help shape client journeys and ensure that each recommendation is based on rigorous analysis and genuine understanding.

Job Responsibility:

  • Supporting Financial Planners in delivering bespoke financial advice
  • Reviewing and analysing client circumstances and financial data
  • Preparing high-quality documentation: valuations, cashflow models, executive summaries, suitability reports, etc.
  • Liaising with Paraplanning, Admin, and product providers to ensure seamless client experience
  • Coordinating onboarding of new clients and supporting ongoing client relationships
  • Using cutting-edge planning and CRM systems to manage workflow efficiently
  • Collaborating with colleagues to standardise best practices across desks
  • Helping generate new business through introducer relationships

Requirements:

  • Level 4 qualification (CII Diploma in Regulated Financial Planning or equivalent) and ideally progressing (or interested in progressing) with your advanced exams
  • Experience in a financial planning environment
  • A strong grasp of financial planning products, client onboarding, AML, and compliance
  • Confident communication skills and the ability to solve complex problems with initiative
What we offer:
  • Benefits
  • Bonus
  • Ongoing professional development and training
  • A culture that supports your growth, values your input, and challenges the status quo

Additional Information:

Job Posted:
January 08, 2026

Expiration:
April 17, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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