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Financial Planning Associate — Client Impact
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-13
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Greater London
A tier 1 wealth management firm in London is seeking a Financial Planning Support Specialist to provide exceptional financial planning for high-net-worth clients. The role involves supporting Financial Planners, analyzing client data, and preparing documentation. The ideal candidate will hold a Level 4 qualification and have experience in financial planning. The firm offers a competitive salary (£40,000 – £60,000), excellent benefits, and a supportive growth culture.
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Position Requirements
10+ Years
work experience
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