Job Description
Are you looking to join a practice who are looking to shape the future of Financial Planning?I'm partnered with a tier 1 wealth management firm who's aim is to provide truly exceptional, personalised financial planning to their core HNW and UHNW client baseI want to speak to ambitious and technical financial planning support specialists who want to join a collaborative London-based team. This is a unique opportunity to work alongside experienced professionals and take the next meaningful step in your financial planning career.You'll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. You'll help shape client journeys and ensure that each recommendation is based on rigorous analysis and genuine understanding.Your key responsibilities will include:
- Supporting Financial Planners in delivering bespoke financial advice
- Reviewing and analysing client circumstances and financial data
- Preparing high-quality documentation: valuations, cash-flow models, executive summaries, suitability reports, etc.
- Liaising with Paraplanning, Admin, and product providers to ensure seamless client experience
- Coordinating on-boarding of new clients and supporting ongoing client relationships
- Using cutting-edge planning and CRM systems to manage work-flow efficiently
- Collaborating with colleagues to standardise best practices across desks
- Helping generate new business through introducer relationships
We're looking for someone who's curious, detail-oriented, and excited by the opportunity to grow with us. You'll ideally have:
- Level 4 qualification (CII Diploma in Regulated Financial Planning or equivalent) and ideally progressing (or interested in progressing) with your advanced exams
- Experience in a financial planning environment
- A strong grasp of financial planning products, client on-boarding, AML, and compliance
- Confident communication skills and the ability to solve complex problems with initiative
The role offers:
- A competitive salary of £40,000 - £50,000 per annum
- An excellent benefits package
- Ongoing professional development and training
- A culture that supports your growth, values your input, and challenges the status quo
If you're a driven financial planning professional ready to take your career further, I'd love to hear from you.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
