Financial Planning Administrator

This Financial Planning Administrator role sits within a private client and financial planning team, supporting Financial Planners with the paperwork and process that keeps client relationships running smoothly. If you enjoy detail-focused work with a clear structure, this is worth a look.

What you'll be doing

• Managing client enquiries and processing new business applications
• Preparing documentation ahead of client meetings
• Maintaining regulatory compliance records
• Working closely with Financial Planners and external providers

What they're asking for

• Proven experience in financial services administration
• Familiarity with client relationship management software (Iress X Plan experience helpful)
• Strong organisational skills and real attention to detail
• Confident written and verbal communication
• High integrity, given the confidential nature of the work

This is a permanent, full-time role paying £40,000 a year, based in London with a hybrid pattern of four days in the office and one day working from home.