Financial Planning Administrator
Job in
Farway, Devon, EX13, England, UK
Listed on 2026-10-01
Listing for:
Blakemore Recruitment
Full Time
position Listed on 2026-10-01
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Business Administration, Accounting & Finance
Job Description & How to Apply Below
Job Title:
Financial Planning Administrator
Location:
London (4 days in-office / 1 day remote) Salary: £40,000 per annum Are you an experienced financial services administrator with a passion for delivering exceptional client service? Do you thrive in a collaborative environment where attention to detail and organisational skills are highly valued? If so, this is an excellent opportunity to join a reputable independent firm as a Financial Planning Administrator.
About the Role:
As a Financial Planning Administrator you will play a vital supporting role within the private client and financial planning team. Your primary responsibilities will include managing client queries, processing new business applications, preparing meeting documentation, and ensuring compliance with regulatory standards. You'll work closely with Financial Planners, build strong relationships with clients and external providers, and contribute to the smooth operation of the firm’s administrative functions.
What We’re Looking For:
Proven experience in a financial services administrative role Familiarity with client relationship management software (e.g., Iress X Plan or similar) Excellent organisational and attention-to-detail skills Strong communication skills, both verbal and written Ability to multi-task and work under pressure High integrity and confidentiality Proficiency in MS Word, Excel, and Outlook Your Skills & Attributes:
Confident communicator Initiative-driven and proactive Strong relationship-building skills Ability to work independently and as part of a team What They
Offer:
Competitive salary of £40,000 A flexible working arrangement: 4 days in the office, 1 day from home A supportive environment committed to professional development The opportunity to work with a well-established firm that values diversity, inclusion, and long-term client relationships If you’re ready to take the next step in your career and make a meaningful impact within a dynamic financial planning team, we want to hear from you!
Apply now to join a forward-thinking, client-focused organisation.
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