Our client is seeking an Assistant Financial Planner to join their London Financial Planning Team.

This position offers the opportunity to work alongside experienced professionals and develop your career in a collaborative, client-focused environment.

The Assistant Financial Planner will play a pivotal role in bridging the gap between Client Administration and Financial Planning Consultants, with an emphasis on reviewing and understanding clients’ circumstances.

The ideal candidate will have a minimum of two years’ experience in delivering comprehensive financial planning services to clients and will hold a CII Level 4 qualification.

Support Financial Planners (‘Consultants’) in delivering comprehensive financial planning services.
Support the annual review process, including review of client data.
Perform the first review of the client’s circumstances and provide results to the Consultant.
Support the advice process, including the preparation and drafting of;
- new client documentation;
- complex valuations;
- cashflow analyses;
- cost comparisons;
- executive summaries;
- client letters/proposals (e.g. ISA top ups);
- suitability and technical reviews;
- annual reviews.
Liaise with Paraplanning and the Administration team to expedite advice process efficiently.
Resolve complex queries with product providers.
Interpret exchange and provide quotes and incorporate them into the potential options.
Co-ordinate the onboarding of new clients.
Utilise financial planning software and CRM systems to manage client information and workflow efficiently.
Work with other AFPs to ensure that operating standards across desks are harmonised.
Liaise with introducers to generate new leads.

Qualifications, Skills:

CII Diploma in Regulated Financial Planning, or similar suitable Level 4 qualification.
Progress towards CII Advanced Diploma in Regulated Financial Planning (or other suitable level 6 qualification).
At least two years’ experience in a financial planning environment.
Excellent understanding of the administrative complexities of financial planning products.
Good understanding of client onboarding requirements, particularly AML.
Awareness of the regulatory environment applicable to financial planning.

City Recruitment Associates Ltd

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Assistant Financial Planner