Corporate Client Assistant Financial Planning ?? Location: Central London (Hybrid 1 day WFH) ?? Salary: £35,000 £40,000 per annum bonus ?? Job Type: Full-Time, Permanent Company Overview A growing, client-focused financial planning practice based in Central London is looking for a Corporate Client Assistant to join its professional team. This is an exciting opportunity for someone with a background in corporate financial services and a passion for delivering high-quality support to clients. The role offers hybrid working, career development, and support toward financial qualifications. The Role As a Corporate Client Assistant, youll play a key role in supporting financial planners and liaising with corporate clients. Youll help manage benefit schemes, handle technical admin, and ensure smooth delivery of service across all aspects of the client journey. Key Responsibilities Provide technical and administrative support for corporate client cases. Coordinate onboarding, client reviews, and day-to-day casework. Draft suitability reports and prepare client file documentation. Research financial products and compile reports with adviser recommendations. Liaise with providers for policy information and valuations. Support employee benefit queries and manage communications. Maintain CRM systems and ensure compliance with FCA standards. Deliver excellent service to clients and internal stakeholders. Contribute to process improvements within a small, collaborative team. Candidate Requirements Fluent in English with intermediate French (written and spoken). Experience supporting corporate clients in financial planning or employee benefits. Progressing towards CII Level 4 Diploma or equivalent (support offered). Confident using Microsoft Office, especially Excel. Strong communication and organisational skills. High attention to detail and ability to prioritise under pressure. Comfortable working independently and in a small team environment. Professional, client-focused, and discreet. Whats in It for You? Salary up to £40,000 annual bonus Hybrid working (1 day per week WFH) 25 days holiday bank holidays Full study support for CII qualifications Exposure to corporate financial planning and benefit schemes Defined career progression to paraplanner or client relationship roles Friendly, supportive team culture in a central London office Apply Now If you're an experienced financial planning administrator or client assistant with a background in corporate services and want to grow your career, apply today with your CV. ADZN1_UKTJ