Senior Financial Planning Assistant

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Job Description

Are you an experienced Financial Planning Assistant looking to take the next step in your career? Do you thrive in a fast-paced, client-focused environment where accuracy, organisation and teamwork truly matter? If so, this could be the perfect opportunity for you.

We're looking for a proactive and detail-driven Financial Planning Assistant to support one or two of our Financial Planners and play a key role in mentoring and developing trainee and apprentice FP Assistants. This is a fantastic chance to join a collaborative team where your expertise will directly contribute to exceptional client service and the smooth running of our advice process.

What you'll be doing:

You'll be at the heart of our client journey, ensuring every stage runs efficiently and professionally. Your responsibilities will include:

• Preparing pre-meeting packs for new clients
• Drafting client engagement letters alongside Financial Planners
• Recording and maintaining client information in Intelligent Office (IO)
• Adding, updating and monitoring tasks within IO
• Processing platform work, including new business submissions, cash management and fund switches
• Assisting with four-eye checks to maintain accuracy and compliance
• Using provider websites to gather product information and valuations
• Submitting and tracking new business
• Supporting Financial Planners with Annual Reviews
• Liaising with life offices, IMS and other third-party providers
• Handling client queries and taking incoming calls when required
• Keeping Financial Planners updated on pipeline and in-progress cases
• Working closely with Paraplanners and the review team to ensure timely production of reports
• Adding client remuneration expectations to IO and generating invoices where appropriate
• Submitting Letters of Authority and gathering required information
• Completing AML checks, including ID verification and ID3 Global processing
• Producing client valuations using IO and Figaro
• Supporting with trusts and death claims
• Acting as a subject matter expert in one or more specialist areas (e.g., trusts, DB pension transfers)

What you'll bring:

We're looking for someone who combines technical capability with a strong client-service mindset.

Qualifications & Experience:

• Degree-level education (or equivalent) preferred
• Minimum of 4 years' experience in Financial Planning support

Skills & Attributes:

• Excellent customer service skills
• Strong written and verbal communication
• Exceptional attention to detail
• Highly organised and able to prioritise effectively
• Confident mentoring and supporting junior team members

Why join us?

You'll be part of a supportive, knowledgeable team that values collaboration, continuous improvement and professional development. We'll give you the tools, training and environment to grow your expertise and progress your career within financial planning.