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Financial Planning Assistant


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Salary £33000 - £38000

Recruiter Managing This Role

Financial Planning Assistant – Central London – up to £38K DOE

The company
I’m working with an IFA firm who are based in Central London. They provide independent financial advice and manage investment services for High-Net-Worth individuals and their families.

The role
You would be providing full Administrative and Paraplanning support to two Advisers and a Senior Associate with a rapidly growing book of clients, with a focus on efficiency, professionalism, quality, and accuracy. This is an office-based role due to the nature of being a client-facing business and to help with your training and progression. You will gain experience in complicated financial planning solutions and investment selection/portfolio management and research. There is scope to advance into either a full Paraplanning role or to become an Adviser with a client book provided in the long term.

Your duties would include:

  • Acting as a point of contact for clients and providers.
  • Preparing portfolio valuations/reviews and packs for client reviews and meetings.
  • Scheduling and managing client meetings.
  • Collating suitability report packs and ensuring all regulatory and internal firm requirements are met.
  • Writing some suitability reports
  • Prompt and compliant submission of new business.
  • Managing pipeline business.
  • Maintaining new business and existing records on the firm’s back-office system (Intelliflo Office).
  • Screening and dealing with the adviser’s email, post, and calls where appropriate.
  • Ad-hoc tasks and projects for the wider team.

Knowledge, Skills, and Experience:


  • Experience in liaising with product/investment providers and platforms.
  • Excellent grammar, spelling, and punctuation.
  • Excellent interpersonal and communication skills.
  • Ability to work as part of a team but also to work unsupervised with a high level of self-motivation.
  • Excellent time management and organisation skills.
  • Ability to work to tight deadlines.
  • IT skills including MS Office (Outlook, Excel, Word, OneNote, Teams) and the ability to pick up new software/programs quickly.


  • Experience with the Transact and AJ Bell platform.
  • Good knowledge and recent experience with the Intelliflo (IO) back-office system.
  • Relevant exam experience; R01 through R06.


  • Support with professional exams and training.
  • Discretionary bonus
  • Company Pension Scheme
  • Private Medical Insurance
  • 25 days holiday and 8 days public holiday

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

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Application For Financial Planning Assistant