Financial Planning Administrator - Location: London/Hybrid-Salary: Up to £42,000 DOE + Benefits

Join a Respected Financial Planning Firm

Are you an experienced Financial Planning Administrator looking for a fully remote or Hybrid opportunity with a highly regarded boutique wealth management firm?

We are working with a well-established and growing financial planning business that has built an excellent reputation for delivering high-quality financial advice and exceptional client service. Due to continued growth, they are seeking a Financial Planning Administrator to provide dedicated support to an experienced Financial Planner, playing a key role in delivering a seamless client experience.

This is a fantastic opportunity for someone who enjoys being involved throughout the entire client journey and is looking to join a supportive, collaborative team that values professional development and long-term career progression.

The Role

Working closely with one Financial Planner, you will provide comprehensive administrative support across all aspects of the financial planning process, ensuring clients receive a first-class service from initial enquiry through to implementation and ongoing reviews.

Key Responsibilities

• Providing full administrative support throughout the financial planning process
• Managing adviser diaries and coordinating client meetings
• Preparing client meeting packs and supporting documentation
• Processing new business applications through to completion
• Submitting and tracking Letters of Authority (LOAs)
• Liaising with clients, providers and third parties to obtain information and progress cases
• Preparing and checking application paperwork to ensure accuracy and compliance
• Updating and maintaining CRM and workflow management systems
• Monitoring pipelines and proactively updating advisers and clients on case progress
• Delivering an exceptional client experience through professional and timely communication
• Tracking client fees and carrying out fee reconciliation activities

About You

To be successful in this role, you'll have previous experience working within a Financial Planning, Wealth Management or Independent Financial Advice environment and be comfortable managing multiple cases while maintaining exceptional attention to detail.

You'll Ideally Have:

• Previous Financial Planning Administrator experience
• Strong knowledge of pensions, investments and financial planning products
• A good understanding of the end-to-end financial advice process
• Experience processing new business from enquiry through to implementation
• Excellent organisational and time-management skills
• Strong communication and relationship-building skills
• A proactive approach and ability to work independently in a remote environment
• Level 4 Diploma qualification (desirable but not essential)

What's on Offer?

• Hybrid/Remote working
• Salary up to £42,000 DOE
• Generous holiday allowance
• Pension scheme
• Career development and progression opportunities
• Support with professional qualifications
• Reimbursement of relevant exam costs
• Opportunity to join a respected and growing financial planning firm

Apply Now

If you're an experienced Financial Planning Administrator seeking a role with a reputable firm that genuinely values its people, we'd love to hear from you.

Apply today to find out more about this exciting opportunity.