Financial planner Work, Jobs in London, Eng (with Salaries)

Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Organisational skills
- AI
Financial Planning Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- Financial services
- Communication skills
Quick apply
Retirement focused Financial Planning Manager – Leading Wealth Manager
Stephen Bell Associates —London
- Call to connect
- Computer skills
- Communication skills
Associate Financial Planner
Moore Kingston Smith —London
- £42,000 - £47,500 a year
- Full-time
- Hybrid work
- Computer literacy
- Writing skills
- Business development
Quick apply
Client Administrator - London
Atomos —London
- Hybrid work
- CRM software
- Financial services
- AI
3d
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Communication skills
- Employee assistance programme
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- English
- Business development
Financial Planning / Advice, Team Leader (Regulated Supervisor)
Stephen Bell Associates —London
- Call to connect
- Supervising experience
- Team management
- Mentoring
Financial Planner
AAB —London
- Hybrid work
- Mentoring
- Agile
- Communication skills
- Annual leave
- Employee assistance programme
12d
Trainee Wealth Planner
Hoxton Wealth —London
Quick apply
IFA Administrator (Fixed Term Contract)
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Hybrid work
- Microsoft Word
- Organisational skills
- Communication skills
Quick apply
5d
Group Risk Administrator - Employee Benefits
Moore Kingston Smith —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Writing skills
- Continuous improvement
- Quality control
- Employee assistance programme
Quick apply
13d
Wealth Planner
Morris Jane Associates —London
- £90,000 a year
Wealth Planner - Wealth Management
Barclays —London
- Financial services
IFA Administrator
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Writing skills
- Organisational skills
Quick apply
Wealth Adviser
Howden Group Holdings —London
- Full-time
- Hybrid work
- Business development
- Supervising experience
- Mentoring
Paraplanner -
Atomos —London
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
3d
Head of Paraplanning
Cooper Parry —London
- Full-time
- Continuous improvement
- Training & development
- Leadership
Financial Advisor
Prestige IFA Jobs —London
- £25,836.56 - £107,551.92 a year
- Full-time
- CRM software
- Business development
- Financial services
Quick apply
Financial Advisor - Life & Inheritance Tax
Howden Group Holdings —London
- Full-time
- Hybrid work
- Communication skills
- Life insurance

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Financial Planning Associate

Atomos -
London

Apply Now

Job details

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Client engagement
Suitability report preparation
Stakeholder liaison
Financial report writing
Lead generation
Internal department liaison
Organisational skills
Relationship management
Networking
AI
Communication skills
Business lead generation
Certificate in Insurance

Full job description

Career
You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial Planner within a growing, ambitious firm.

About the role
This role is centred around client relationship management and adviser development. You will work closely with a senior Financial Planner with a substantial and fast‑growing client base, gaining exposure to high‑net‑worth clients and complex planning scenarios.

Over an expected two to three year development period, you will be mentored and coached directly by the adviser. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.

This role is based in London but you will be working closely with Planners and Clients based in Reigate.

Accountabilities

Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
Review existing financial plans to ensure they continue to meet client needs.
Write financial planning reports as part of the onboarding process.
Review suitability reports and provide technical input for client meetings.
Prepare detailed cashflow reports.
Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
Support occasional suitability report writing during peak periods.
Attend networking events and begin building your professional profile.
Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.

This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.

Skills and Experience

Level 4 qualified (through CII) in Financial Planning.
Strong understanding of financial planning processes and client service.
Technical capability across pensions, tax, cashflow modelling, and financial planning research.
Excellent communication skills and confidence engaging with clients.
Strong organisational skills and the ability to manage multiple priorities.
Experience with CRM systems (we use Xplan) and strong Excel skills.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

Refine Your Search

financial planner jobs in london, eng

Financial Planning Associate

Financial Planning Client Administrator

Retirement focused Financial Planning Manager – Leading Wealth Manager

Associate Financial Planner

Client Administrator - London

Trainee Wealth Manager

Financial Planner - Surrey

Financial Planning / Advice, Team Leader (Regulated Supervisor)

Financial Planner

Trainee Wealth Planner

IFA Administrator (Fixed Term Contract)

Group Risk Administrator - Employee Benefits

Wealth Planner

Wealth Planner - Wealth Management

IFA Administrator

Wealth Adviser

Paraplanner -

Head of Paraplanning

Financial Advisor

Financial Advisor - Life & Inheritance Tax

I want to receive the latest job alerts for financial planner in london, eng

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