Financial Planning Administrator

Client Support – Financial Planning | £36,000 | Hybrid Working Salary: £36,000-£38,000 Role:
Client Support (IFA / Wealth Management)

Location:

London Working Pattern:
Office-based during probation, then hybrid (3 days office / 2 days WFH) Are you an organised, detail-focused professional with experience in financial planning or wealth management? A highly reputable advisory firm is seeking a motivated Client Support professional to join their growing team. This is a fantastic opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about delivering a world-class client experience.

What You’ll Be Doing You’ll play a key role in supporting Advisors, Planners, and the wider investment team by ensuring seamless administration and exceptional client service. Your responsibilities will include:
Managing new business processing , including application preparation, tracking and liaising with third parties Supporting the client review and sales process , including research, valuations and meeting preparation Maintaining accurate client records across internal systems Coordinating protection quotes and ensuring clients are placed on risk Handling fee statements, investigating discrepancies and supporting compliance returns Assisting with investment queries and liaising directly with internal and external stakeholders General office support including scheduling, document preparation, scanning and client hospitality You’ll also contribute to improving processes, templates and office efficiency.

About You The ideal candidate will have:
At least 2 years’ experience in a similar role with an IFA, investment manager, platform or professional services environment Strong knowledge of investments, pensions and life assurance Excellent organisational skills with a structured, accurate and thorough working style Ability to multitask and perform well under pressure Strong communication skills with clients, colleagues and third parties Good IT skills across Microsoft Office and ideally systems such as Curo or Voyant A proactive, can-do attitude with strong attention to detail Working toward the CII Level 4 Diploma in Regulated Financial Planning is a plus but not essential.

Why Apply? Join a friendly, supportive, and professional team Hybrid working after probation Clear development and progression opportunities Support for relevant qualifications