Job Description Client Support – Financial Planning | £36,000 | Hybrid Working Role: Client Support (IFA / Wealth Management) 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? You’ll play a key role in supporting Advisors, Planners, and the wider investment team by ensuring seamless administration and exceptional client service. Coordinating protection quotes and ensuring clients are placed on risk 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. 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 Good IT skills across Microsoft Office and ideally systems such as Curo or Voyant Working toward the CII Level 4 Diploma in Regulated Financial Planning is a plus but not essential. Hybrid working after probation Clear development and progression opportunities
Financial Planning Administrator home and office working in London employer: Blakemore Recruitment
Join a prestigious UK private banking organisation in the heart of London, where you will be part of a dynamic team dedicated to delivering exceptional wealth management services. With a strong focus on employee development, you will have access to excellent career progression opportunities and the chance to work closely with experienced professionals in the field. Our collaborative work culture fosters innovation and supports your growth as you engage with Ultra High Net Worth clients, making this an ideal environment for ambitious Paraplanners seeking meaningful and rewarding careers.
