Part Time Financial Planning Assistant

A growing financial planning business based in London is looking for a Financial Planning Assistant to join the team and support the delivery of high quality financial advice to clients.

This Financial Planning Assistant position offers the opportunity to work closely with the founder of the business while the firm continues to grow and expand its client base.
Company Overview
This independent financial planning business provides tailored financial advice to individuals seeking long term financial security.

The firm focuses on building strong client relationships and delivering clear, structured financial planning support across investments, pensions and wider financial goals.

As the business continues to grow, they are looking to bring in a Financial Planning Assistant to help support operations and maintain best in class service for clients.
Job Overview
This role is a Part time Financial Planning Assistant opportunity with genuine progression into a full time position as the business continues to expand.

The Financial Planning Assistant will initially work 20 to 25 hours per week, supporting the day to day administration of the financial planning process.
The Financial Planning Assistant salary is £26,000 to £30,000 depending on experience, pro rated based on part time hours.
This Financial Planning Assistant role operates on a hybrid basis near St Pauls tube station in London.

Over time, as the company grows, the Financial Planning Assistant role is expected to develop into a full time position with broader responsibilities.
Working directly with the founder, the Financial Planning Assistant will play a key role in supporting client servicing, preparing reports and coordinating communications while helping the business scale effectively.
Here's what you'll be doing:

• Liaising with clients and supporting ongoing client relationships
• Organising meetings and coordinating schedules for client reviews
• Preparing financial planning reports and supporting documentation
• Using financial planning tools such as Dynamic Planner, Sureweb and other industry systems
• Assisting with calculations and research, including identifying potential growth rates and comparing financial products such as ISA providers
• Supporting the preparation and distribution of email marketing bulletins
• Maintaining organised client records and supporting administrative processes
• Working closely with the founder to support the ongoing growth of the business

• Experience working as a Financial Planning Assistant or within financial services administration preferred but not essential
• Strong organisational skills and the ability to manage multiple priorities
• Excellent written and verbal communication skills when liaising with clients
• Confidence using systems and the ability to learn financial planning tools such as Dynamic Planner
• High attention to detail when preparing reports and working with financial information
• A proactive mindset with the ability to work independently within a small business environment

• Part time Financial Planning Assistant role with progression into a full time position
• 20 to 25 hours per week initially with scope to increase hours as the business grows
• Salary of £26,000 to £30,000 depending on experience (pro rated)
• Hybrid working based near St Pauls in London
• Opportunity to work directly with the founder of a growing financial planning business
• Exposure to the full financial planning process and client journey
• Supportive small business environment with strong learning opportunities