Financial Planning Administrator

Location: Mayfair, London (4 days in office, 1 day from home)

Salary: £40,000 - £45,000 per annum

Contract Type: Full-time, Permanent

A respected, independent wealth management firm based in Mayfair is seeking an experienced Senior Financial Planning Administrator to join its growing team.

This is an excellent opportunity for someone with a background in financial services-particularly wealth management or financial planning-who thrives in a dynamic, professional environment. You'll play a key role in ensuring the smooth day-to-day running of operations, managing client relationships, maintaining compliance, and mentoring new team members.

• Provide comprehensive administrative and operational support to Financial Planners and senior management.
• Manage client documentation, correspondence, and communication with professionalism and accuracy.
• Maintain and update client records using platforms such as Xplan and SEI.
• Prepare and deliver client review packs and ensure follow-up actions are completed.
• Support the processing of new business, fund switches, and transfers.
• Ensure all administrative processes comply with FCA regulations and internal procedures.
• Assist with fee reconciliation, cash management, and management information reporting.
• Provide onboarding, training, and mentorship for new team members.
• Contribute to process improvement initiatives and team development projects.

• Proven experience within financial planning or wealth management.
• Excellent organisational skills and attention to detail.
• Strong written and verbal communication abilities.
• Confident in using CRM and financial planning software (e.g. Xplan, Inteliflo).
• Proficient with Microsoft Office applications.
• Ability to manage competing priorities and meet deadlines.
• Professional, proactive, and trustworthy, with a commitment to client service excellence.
• Experience in mentoring or training others is highly desirable.

• Salary: £40,000 - £45,000 (depending on experience).
• Hybrid working: 4 days in the office (Mayfair), 1 day working from home.
• Supportive and collaborative working culture.
• Professional development and training opportunities.
• Chance to work with a highly regarded, client-focused financial services firm.

If you're an experienced financial planning administrator looking to advance your career within a professional and supportive wealth management environment, we'd love to hear from you.