Financial Planning Administrator

We are working with the Wealth Planning arm of a top 20 accountancy practice, providing fully independent, holistic financial advice to an established portfolio of high-net-worth private clients. The business is on a significant growth trajectory, with plans to expand its Wealth Planning team substantially over the coming years. As a result, they are now seeking a Client Services Executive to provide all-round support to two Wealth Planners managing a high-quality client book.

This role would suit either a career administrator or someone looking to develop further. The hiring manager has indicated an ideal initial tenure of 12–18 months, after which there is clear scope to progress into a Paraplanner role with client contact, and long-term development through to adviser level.

Key Responsibilities End-to-end processing of new business and ongoing client servicing Preparing for adviser and client meetings, including valuations, illustrations and meeting packs Acting as a point of contact for clients and liaising with advisers on their behalf Maintaining accurate client records and electronic filing systems Supporting adviser fee, charge and commission queries Ensuring all activity is completed in line with FCA regulations and internal compliance procedures (Full job specification available upon request) Moore Kingston Smith - Client S… Candidate Profile Experience in a financial services administration role, ideally within IFA or Wealth Management Strong communication skills and high attention to detail Well organised with the ability to manage multiple tasks and deadlines Comfortable working both independently and as part of a team IT literate, including Microsoft Word and Excel Interest in career development within financial planning Package & Benefits £30,000 – £36,000 base salary Bonus Bi-Annual salary reviews 28 days holiday Hybrid working (3 days office / 2 home, with some flexibility) Private medical insurance and comprehensive wellbeing benefits Strong long-term career development and exam support A first-class opportunity for an ambitious individual to join a growing business with a clear pathway for long-term career progression.