Financial Planning Administrator
Job Title: Financial Planning Administrator
Location: London (4 days in-office / 1 day remote)
Salary: £40,000 per annum
Are you an experienced financial services administrator with a passion for delivering exceptional client service? Do you thrive in a collaborative environment where attention to detail and organisational skills are highly valued? If so, this is an excellent opportunity to join a reputable independent firm as a Financial Planning Administrator.
About the Role:As a Financial Planning Administrator you will play a vital supporting role within the private client and financial planning team. Your primary responsibilities will include managing client queries, processing new business applications, preparing meeting documentation, and ensuring compliance with regulatory standards. You'll work closely with Financial Planners, build strong relationships with clients and external providers, and contribute to the smooth operation of the firm’s administrative functions.
What We’re Looking For:
Proven experience in a financial services administrative role
Familiarity with client relationship management software (e.g., Iress X Plan or similar)
Excellent organisational and attention-to-detail skills
Strong communication skills, both verbal and written
Ability to multi-task and work under pressure
High integrity and confidentiality
Proficiency in MS Word, Excel, and Outlook
Your Skills & Attributes:
Confident communicator
Initiative-driven and proactive
Strong relationship-building skills
Ability to work independently and as part of a team
What They Offer:
Competitive salary of £40,000
A flexible working arrangement: 4 days in the office, 1 day from home
A supportive environment committed to professional development
The opportunity to work with a well-established firm that values diversity, inclusion, and long-term client relationships
If you’re ready to take the next step in your career and make a meaningful impact within a dynamic financial planning team, we want to hear from you!
Apply now to join a forward-thinking, client-focused organisation.
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