Financial Planning Assistant
other jobs Pure Resourcing Limited
Added before 4 hours
- England,London,City of London
- Full Time, Permanent
- £30,000 - £40,000 per annum
Job Description:
Financial Planning Assistant
Salary: £30,000 – 40,000 Basic + Bonus + Benefits
Location: City of London (Hybrid)
We’re looking for a highly organised, detail driven Financial Planning Assistant to play a key role in delivering a seamless client journey from prospect through to ongoing service, for a leading HNW financial services provider.
This is a junior role, suiting someone with 6 – 18 months experience in a financial planning / wealth administration role, looking to join a dynamic wealth management team.
This is a pivotal position supporting advisers across all stages, ensuring everything is accurate, compliant, and client ready.
Responsibilities:
*Managing client cases end-to-end (onboarding / servicing)
*Preparing files, fact finds, and documentation for adviser meetings
*Handling AML/KYC checks and onboarding processes
*Submitting and tracking new business and transfers
*Maintaining CRM records and keeping pipelines moving
*Supporting advisers with tools like FE Analytics and Voyant
*Liaising with providers to drive cases forward
Experience required:
*6 – 18 months experience in working for an IFA practice in a financial planning / wealth management support role
*Strong organisation and attention to detail
*Degree educated
*Outgoing personality, team player
*Confident communicator with a client first approach
*Ability to manage multiple cases in a fast-paced environment
Salary: £30,000 – 40,000 Basic + Bonus + Benefits
Location: City of London (Hybrid)
We’re looking for a highly organised, detail driven Financial Planning Assistant to play a key role in delivering a seamless client journey from prospect through to ongoing service, for a leading HNW financial services provider.
This is a junior role, suiting someone with 6 – 18 months experience in a financial planning / wealth administration role, looking to join a dynamic wealth management team.
This is a pivotal position supporting advisers across all stages, ensuring everything is accurate, compliant, and client ready.
Responsibilities:
*Managing client cases end-to-end (onboarding / servicing)
*Preparing files, fact finds, and documentation for adviser meetings
*Handling AML/KYC checks and onboarding processes
*Submitting and tracking new business and transfers
*Maintaining CRM records and keeping pipelines moving
*Supporting advisers with tools like FE Analytics and Voyant
*Liaising with providers to drive cases forward
Experience required:
*6 – 18 months experience in working for an IFA practice in a financial planning / wealth management support role
*Strong organisation and attention to detail
*Degree educated
*Outgoing personality, team player
*Confident communicator with a client first approach
*Ability to manage multiple cases in a fast-paced environment
Job number 3658023
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Company Details:
Pure Resourcing Limited
Company size: 5–9 employees
Industry: Recruitment Consultancy
Pure Resourcing has established itself as one of the UK’s leading financial services recruiters, specialising within the mortgage, secured loans...