Prestigious Private Wealth Manager are seeking an Assistant Financial Planner to join the London Financial Planning Team.

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 2 years’ experience in delivering comprehensive financial planning services to clients and will be Level 4 Qualified.

Key Responsibilities

Support Financial Planners (‘Consultant’) 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 provider 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 and Behaviours

Educated to degree level.
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 on-boarding requirements, particularly AML.
Awareness of the regulatory environment applicable to financial planning.

City Recruitment Associates Ltd

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Assistant Financial Planner