Fin. Administrator - City of London/Hybrid - £35k+bonus, Full Study Supprt&Career Progression

Are you an experienced Financial Planning Administrator looking to join a modern, forward-thinking financial planning firm where your development is genuinely encouraged?

I'm working with an ambitious and growing Chartered Financial Planning practice that is seeking a proactive and client-focused Financial Planning Administrator to join its established team in London.

This is an excellent opportunity for someone with experience within an IFA, Wealth Management or Financial Planning environment who is looking to build a long-term career within the profession. Full study support and clear progression opportunities are available for individuals who are keen to develop their technical knowledge and advance their career.

The Role

Working closely with Advisers and Clients, you will play a key role in delivering an exceptional client experience through high-quality administration and client support.

Key responsibilities include:

• Supporting Advisers throughout the financial planning process
• Managing new business and client servicing activities
• Preparing documentation and coordinating client transactions
• Supporting annual review processes and ongoing client relationships
• Liaising with providers, clients and third parties
• Maintaining accurate client records and CRM systems
• Ensuring all work is completed accurately and efficiently
• Building strong relationships with both advisers and clients

About You

To be considered, you will need:

• Previous experience within an IFA, Wealth Management or Financial Planning firm
• At least 3-4 years' experience in a financial planning administration role
• Good knowledge of pensions, investments and protection products
• Strong organisational skills and excellent attention to detail
• A proactive attitude and desire to develop your career
• Excellent communication and relationship-building skills

Candidates working towards professional qualifications, or those keen to begin studying, will be particularly well suited to this opportunity.

Why Consider This Opportunity?

• Join a highly regarded and growing financial planning business
• Full support for professional qualifications
• Clear long-term career progression
• Exposure to high-net-worth and complex client cases
• Modern approach to financial planning and technology
• Collaborative and supportive team environment

This role would suit an experienced Financial Planning Administrator , Senior Administrator , Client Administrator or Wealth Management Administrator looking to take the next step in their career within a professional and ambitious financial planning firm.

For a confidential discussion, please contact Ursula Sloan at Financial Divisions.