Financial Planning Administrator

London - UK

Yearly Salary: £ 25000 - 30000

Posted on: 26 days ago

Vacancies: 1 Vacancy

Job Summary

Financial Planning Administrator

London 25000 - 30000

Looking to take your financial services career further

My client a respected and well-established Financial Planning and Wealth Management firm based in London are offering a genuine career-building opportunity for a Financial Services Administrator whos ready to grow.

If youve already spent at least a year in an IFA or financial services admin role this is your chance to join a business that will train support and invest in your long-term success.

Looking to become a paraplanner My client can get you there.

What youll be doing

As a Financial Services Administrator youll provide vital support to Financial Advisers helping to deliver a first-class client experience. Day-to-day youll:

Record and maintain accurate client information on our back-office system.
Process new and existing business including pensions investments and protection plans.
Prepare client documentation and packs ahead of adviser meetings.
Liaise with product and investment providers to gather key data.
Keep both planners and clients updated throughout the advice process.
Review completed files to ensure accuracy and compliance.
Handle general administrative duties to support the wider team.

Your work will directly contribute to the smooth running of the firm and the excellent reputation it has built with its clients.

About you

Were looking for someone who brings a proactive professional attitude and a passion for delivering great service.

Youll have:

At least 1 years experience in financial planning IFA or wealth management administration.
Understanding of pensions investments and protection products.
Great attention to detail and organisational skills.
Strong communication skills written and verbal.
Good knowledge of Microsoft Office (Excel Word Outlook).
Ideally experience with Intelligent Office.
A willingness to study for further qualifications and youll be supported every step of the way.

Whats in it for you

Salary: (depending on experience).
22 days annual leave bank holidays.
Pension scheme.
Full CII Diploma / Advanced Diploma exam support.
Access to an on-site gym.
Structured training and a clear route to becoming a Paraplanner.
A supportive and friendly team culture where you can thrive.

This is more than just an administration role its a career launchpad for someone who wants to grow within a respected financial planning firm.

If youre looking for stability development and a company that values your contribution wed love to hear from you.

Apply now!

Applications are open for up to 30 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments let us know. Only shortlisted candidates will be contacted.

To improve your chances ensure you meet the criteria have the right to work in the UK and submit a clear tailored CV showcasing your relevant experience.

Salary: (depending on experience).
22 days annual leave bank holidays.
Pension scheme.
Full CII Diploma / Advanced Diploma exam support.
Access to an on-site gym.
Structured training and a clear route to becoming a Paraplanner.
A supportive and friendly team culture where you can thrive.

Financial Planning Administrator London 25000 - 30000 Looking to take your financial services career further My client a respected and well-established Financial Planning and Wealth Management firm based in London are offering a genuine career-building opportunity for a Financial Services Administr...