Senior Financial Planning Assistant

As a Senior Financial Planning Assistant in Intelligent Office, the work centres on this is a fantastic chance to join a collaborative team where your expertise will directly contribute to exceptional client service and the smooth running of our advice process. It would suit someone who can bring be part of a supportive, knowledgeable team that values collaboration, continuous improvement and professional development to the role.

Where ownership sits

Completing AML checks, including ID verification and ID3 Global processing. Recording and maintaining client information in Intelligent Office (IO).

What the role carries

This is a fantastic chance to join a collaborative team where your expertise will directly contribute to exceptional client service and the smooth running of our advice process. Assisting with four‑eye checks to maintain accuracy and compliance. Working closely with Paraplanners and the review team to ensure timely production of reports.

What helps the work land well

Be part of a supportive, knowledgeable team that values collaboration, continuous improvement and professional development. Confident mentoring and supporting junior team members. Excellent customer service skills.

What the role depends on

• Minimum of 4 years’ experience in Financial Planning support.
• Degree‑level education (or equivalent) preferred.
• Handling client queries and taking incoming calls when required.

Practical details

• Supporting Financial Planners with Annual Reviews.
• Acting as a subject matter expert in one or more specialist areas (e.g., trusts, DB pension transfers).
• Additional detail: Pension support may be included.

Job details

• Benefits mentioned: Pension, Training