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Assistant Financial Planner

London

About James Hambro & Partners

James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts. The Hambro name has been closely associated with the investment world for more than 200 years. The founding of James Hambro & Partners (JH&P) in 2010 marked its return to an independently owned partnership. Led by Chairman James Hambro, we created a modern business founded on traditional values and the guiding principles of trust, integrity and service. In 2012, responding to the opportunities and challenges of RDR, we merged with Calkin Pattinson, a well-established and like-minded family-run financial advisory company, now renamed James Hambro & Company. We believe that the merged James Hambro businesses form a compelling offering, bringing together expert portfolio management and financial planning within a single focused enterprise. We look after the needs of individual private clients and their families, financial advisers, trusts, charities and not-for-profit organisations. Our business has been built on personal service, clear communication and strong investment performance. James Hambro & Partners currently has over £7.5 billion of assets under management. Our head office is in Pall Mall London. We opened an office in Leeds in January 2020, an office in Edinburgh in February 2021 and an office in Bristol in May 2023.  
Role:
Assistant Financial Planner ('AFP')

Location:
London

Department:
Financial Planning  
Reporting to:
Director, Financial Planner

Salary:
Competitive with an excellent benefits package

Summary:
JH&P is seeking an Assistant Financial Planner to join our London Financial Planning Team. JH&P was founded on a fundamentally different philosophy to other wealth managers, specifically on the principle of being prepared to go beyond, above and beyond.  This position offers the opportunity to work alongside experienced professionals and develop your career in a collaborative, client-focused environment. The Assistant Financial Planner will play a pivotal role in bridging the gap between Client Administration and Financial Planning Consultants, with an emphasis on reviewing and understanding Clients’ circumstances. The ideal candidate will have a minimum of 2 years’ experience in delivering comprehensive financial planning services to clients and will be Level 4 Qualified.  

Key Responsibilities:

  • Support Financial Planners (‘Consultant’) in delivering comprehensive financial planning services.
  • Support the annual review process, including review of client data.
  • Perform the first review of the client’s circumstances and provide results to the Consultant.
  • Support the advice process, including the preparation and drafting of;
    • new client documentation;
    • complex valuations;
    • cashflow analyses;
    • cost comparisons;
    • executive summaries;
    • client letters/proposals (e.g. ISA top ups);
    • suitability and technical reviews;
    • annual reviews.
  • Liaise with Paraplanning and the Administration team to expedite advice process efficiently.
  • Resolve complex queries with product providers.
  • Interpret exchange and provide quotes and incorporate them into the potential options.
  • Co-ordinate the onboarding of new clients.
  • Utilise financial planning software and CRM systems to manage client information and workflow efficiently.
  • Work with other AFPs to ensure that operating standards across desks are harmonised.
  • Liaise with introducers to generate new leads.

Qualifications, Skills and Behaviours:

  • Educated to degree level.
  • CII Diploma in Regulated Financial Planning, or similar suitable Level 4 qualification.
  • Progress towards CII Advanced Diploma in Regulated Financial Planning (or other suitable level 6 qualification).
  • At least two years’ experience in a financial planning environment.
  • Excellent understanding of the administrative complexities of financial planning products.
  • Good understanding of client onboarding requirements, particularly AML.
  • Awareness of the regulatory environment applicable to financial planning.

Apply now