Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries.
People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.
About the roleWe are looking for a highly organised and detail‑driven Financial Planning Assistant to support our advisers throughout the full client journey. This role is central to ensuring a smooth, compliant, and professional experience for clients from initial prospect stage through onboarding and ongoing servicing.
You will work closely with advisers, providers, and clients, managing all administrative and technical preparation required for adviser meetings, new business submissions, and client onboarding to SPF Wealth.
• Manage the full administrative client journey from prospect through to onboarding and ongoing servicing.
• Coordinate all preparation for adviser meetings, ensuring files are complete, accurate, and fully ready for review.
Policy Information Gathering & File Preparation• Extract and collate policy information from platforms, ceding providers, and existing providers.
• Input all relevant policy, plan, and valuation data into client files for adviser assessment.
• Ensure all missing or additional information requirements are identified and proactively requested.
Fact Find & Onboarding Documentation• Complete fact-find forms based on client-provided information.
• Prepare all sign‑up documentation, including application forms and compliance paperwork.
• Conduct full AML/KYC checks in line with SPF and FCA standards.
• Manage Adobe Sign processes, including form preparation, sending, tracking, and follow‑up.
Technical Support for Adviser Meetings• Use FE Analytics to analyse policy information and holdings.
• Build Voyant models for advisers for second/third‑stage meeting preparation.
CRM Management & Pipeline Tracking• Maintain accurate CRM records for new business and pipeline updates.
• Assist advisers with pipeline monitoring and outstanding requirements.
• Handle new business submissions and case progression tracking.
Onboarding to SPF Wealth• Track transfers, contributions, withdrawals, and platform/provider updates.
• Provide advisers and clients with regular updates on transfer progress and platform activation.
• Prepare all compliance documentation for file-checking prior to adviser sign‑off.
Liaison With Providers & Third Parties• Act as the primary administrative contact for ceding providers and investment platforms.
• Chase transfer updates, valuations, outstanding requirements, and case progress.
Key Skills & Attributes• Excellent organisational skills with the ability to manage multiple cases simultaneously.
• Strong communication skills—professional, clear, and client‑focused.
• High attention to detail and accuracy.
• Proficiency with CRM systems and Microsoft Office.
• Ability to build strong relationships with clients, colleagues, and providers.
• Proactive, solution‑focused approach with strong ownership of workload.
Experience & Qualifications• Experience in wealth management, financial planning, or related financial services.
• Previous experience managing cases from inception to completion.
• Knowledge of pensions, investments, and protection products is advantageous.
• Relevant financial services qualifications (e.g., CII) is beneficial but not essential.
What do we offer in return?A career that you define. At Howden, we value diversity – there is no one Howden type. Instead, we’re looking for individuals who share the same values as us:
Our successes have all come from someone brave enough to try something new
We support each other in the small everyday moments and the bigger challenges
We are determined to make a positive difference at work and beyond
We're committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours* or hybrid working*.
If you're excited by this role but have some doubts about whether it’s the right fit for you, send us your application – if your profile fits the role’s criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.
*Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.
Permanent
