At a Glance
- Tasks: Manage client communications and support financial advisers in a dynamic team.
- Company: Join a friendly, professional financial planning team that values exceptional service.
- Benefits: Enjoy personal development opportunities and a supportive work environment.
- Other info: Great career growth potential in a collaborative and client-focused setting.
- Why this job: Be at the heart of client journeys and make a real difference in their financial lives.
- Qualifications: Previous administration experience and strong organisational skills are essential.
The predicted salary is between 31500 - 38500 £ per year.
Looking for a role where organisation, client care and attention to detail really make a difference?
We're looking for a
Financial Services Administrator to join a friendly, professional financial planning team.
This is a fantastic opportunity to become an integral part of a business that values exceptional service, teamwork and personal development.
You'll be at the heart of the client journey, supporting advisers, coordinating annual reviews and ensuring every case is handled smoothly and efficiently from start to finish.
- What you'll be doing
- Managing annual review appointments and client communications
- Preparing reports and client documentation
- Maintaining accurate client records and processing updates
- Liaising with providers and progressing Letters of Authority
- Supporting investment withdrawals and death claim administration
- Keeping workflows on track while ensuring FCA compliance
- What you'll bring
- Previous administration experience
- Excellent organisational skills and a keen eye for detail
- Strong communication and relationship-building skills
- Confidence using Microsoft Office
- A proactive, positive and client-focused approach
Bonus points if you have
- Financial services experience
- Knowledge of pensions, investments or financial planning
- Experience working in an FCA-regulated environment
- CRM or back-office system experience
- #J-18808-Ljbffr
Financial Planning Administrator employer: Brevere Group
Join an award-winning Wealth Management firm in London, where your expertise as a Senior Paraplanner will be valued and nurtured. With a strong commitment to professional development, you will work alongside like-minded professionals in a culture that prioritises excellence and bespoke client service. Enjoy the benefits of a supportive environment that encourages innovation and offers opportunities for growth within a respected team dedicated to high-net-worth clients.
