Financial Planning Administrator

This is a Financial Planning Administrator role within a growing financial planning firm, supporting advisers in delivering exceptional service to clients and their families. The position combines administrative precision with client-focused care, ensuring the smooth operation of processes across onboarding, reporting, and investment management.

Client Details

The client is a thriving and expanding financial planning business based in the City of London dedicated to providing holistic solutions that prioritise the financial wellbeing of their clients. They are committed to exceptional service, transparency, and building long-term, genuine relationships with families.

Description

The Financial Planning Administrator's responsibilities include:

• Administering client onboarding, organising policy information, and maintaining accurate client data across systems
• Supporting report preparation by compiling relevant supporting documents
• Processing new business, managing adviser fees, handling fund switches, and overseeing investment transfers in line with recommendations
• Coordinating client review meetings and upholding the highest standards of client service throughout all interactions

Profile

The ideal candidate will have over two years of experience in a similar financial administrative role within financial services, with excellent attention to detail and strong communication skills. They will be proficient in Microsoft Office, capable of managing multiple priorities under pressure, and demonstrate initiative, curiosity, and a passion for delivering quality service.

Job Offer

The Financial Planning Administrator position offers a competitive salary, 25 days' annual leave plus additional holiday over Christmas, private medical insurance, death in service cover, and a pension via salary exchange. The company also funds regular social events and annual away days, fostering a positive and engaging workplace culture.