Wealth Planning Administrator & IFA Support
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-07-06
Listing for:
JJ Search Ltd
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
JJ Search Ltd is seeking a Financial Planning Administrator to join their London team. This critical role involves managing client service administration and supporting Financial Planners and Paraplanners with various tasks, including scheduling meetings and processing documentation.
The ideal candidate will have a background in Financial Services Administration, ideally within Wealth Management, and experience with client management systems. Proficiency in Microsoft Word and Excel is a must. Join a respected firm with ambitious growth plans.
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