Howden is seeking a detail-oriented Financial Planning Assistant to support advisers throughout the client journey, ensuring a smooth and compliant experience. The ideal candidate should possess strong organizational skills and experience in financial services, particularly in wealth management and client onboarding
Job Summary
This role is central to ensuring a smooth, compliant, and professional experience for clients from the initial prospect stage through onboarding and ongoing servicing.
You will work closely with advisers, providers, and clients to manage all administrative and technical preparation required for adviser meetings and new business submissions.
Howden offers a culture driven by diversity, collaboration, and reasonable adjustments including flexible hours or hybrid working where applicable.
Matching Summary
Match Score: 85
Howden is seeking a detail-oriented Financial Planning Assistant to support advisers throughout the client journey, ensuring a smooth and compliant experience. The ideal candidate should possess strong organizational skills and experience in financial services, particularly in wealth management and client onboarding.
Skills & Requirements
Must-have
Manage full administrative client journey
Conduct AML/KYC checks per FCA standards
Build Voyant models for adviser meetings
Maintain accurate CRM records and pipeline tracking
Prepare sign-up documentation and compliance paperwork
Nice-to-have
Proactive solution-focused approach with strong ownership
Experience in pensions investments and protection products
Strong communication skills professional and client-focused
Relevant financial services qualifications like CII beneficial
Key Requirements
Experience in wealth management or financial planning
Previous experience managing cases from inception to completion
Knowledge of pensions investments and protection products advantageous
Relevant financial services qualifications like CII beneficial