Financial Planning Assistant

Howden

Hybrid
Manage full administrative client journey
Conduct aml/kyc compliance checks
Build voyant models for advisers
Howden is seeking a detail-oriented Financial Planning Assistant to enhance client experiences throughout the financial planning process. The role involves managing administrative tasks, client onboarding, and providing technical support for advisers, all while promoting a collaborative and employee-focused culture

Job Summary

  • This role is central to ensuring a smooth, compliant, and professional experience for clients from initial prospect stage through onboarding and ongoing servicing.
  • You will work closely with advisers, providers, and clients, managing all administrative and technical preparation required for adviser meetings and new business submissions.
  • Howden offers a career defined by the individual, supported by a culture of diversity, collaboration, and reasonable adjustments for flexible working.

Matching Summary

Match Score: 85

Howden is seeking a detail-oriented Financial Planning Assistant to enhance client experiences throughout the financial planning process. The role involves managing administrative tasks, client onboarding, and providing technical support for advisers, all while promoting a collaborative and employee-focused culture.

Skills & Requirements

Must-have

  • Manage full administrative client journey
  • Conduct AML/KYC compliance checks
  • Build Voyant models for advisers
  • Maintain accurate CRM records
  • Prepare sign-up documentation

Nice-to-have

  • Strong organisational skills
  • Proactive solution-focused approach
  • Excellent communication skills
  • High attention to detail
  • Ability to build strong relationships

Key Requirements

  • Experience in wealth management or financial planning
  • Previous experience managing cases from inception to completion
  • Knowledge of pensions, investments, and protection products
  • Relevant financial services qualifications (e.g., CII) beneficial

Work Rights

Not specified

Tailored Resume

Cover Letter