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- Tasks: Support financial advisers in delivering top-notch client service and managing complex financial cases.
- Company: Join a prestigious Chartered Financial Planning firm with a focus on high-net-worth clients.
- Benefits: Enjoy a competitive salary, hybrid working, and support for professional qualifications.
- Other info: Great career progression opportunities and a dynamic work environment.
- Why this job: Gain valuable experience in wealth management and work with sophisticated financial planning strategies.
- Qualifications: Previous experience in financial planning or wealth management is essential.
The predicted salary is between 30000 - 40000 £ per year.
An excellent opportunity has arisen for an experienced Financial Planning Administrator / Wealth Management Administrator / IFA Administrator to join a highly regarded Chartered Financial Planning firm specialising in Inheritance Tax planning and retirement planning for high-net-worth clients. This role offers the chance to work within a specialist financial planning firm advising clients with estates typically between £2m and £10m, supporting advisers delivering sophisticated and bespoke planning strategies.
The role is hybrid based in London with significant remote working flexibility, making it ideal for someone looking for a Financial Planning Administrator or IFA Administrator role with flexible working.
The Role – Financial Planning Administrator
As a Financial Planning Administrator / Wealth Management Administrator, you will support advisers and planners to deliver a high standard of client service within a professional financial planning environment. Key responsibilities include:
- Processing new business across pensions, investments and protection
- Managing applications and provider correspondence with financial providers
- Coordinating communication between clients, advisers and providers
- Preparing documentation for client meetings and annual reviews
- Supporting complex cases including Inheritance Tax planning and retirement planning
- Completing provider paperwork including trust documentation and applications
- Maintaining accurate client records and compliance documentation
- Chasing providers to ensure cases progress smoothly
- Managing workflow and ensuring tasks are completed within deadlines
- Supporting advisers delivering Chartered level financial planning advice
Because the firm provides bespoke financial planning solutions, this role offers exposure to complex client work and high-net-worth financial planning cases.
Experience Required
To be considered you should have previous experience as a:
- Financial Planning Administrator
- Wealth Management Administrator
- IFA Administrator
- Financial Services Administrator
Candidates should have:
- Previous experience within wealth management or financial planning
- Experience working with financial providers and new business applications
- Strong organisational and workflow management skills
- Excellent communication skills with clients and providers
- Experience supporting advisers within a financial planning environment
- High attention to detail and ability to manage multiple cases
Experience with financial planning software, analytics tools or cashflow modelling systems would be advantageous.
Career Development
This firm actively supports professional development and will provide support for industry qualifications including PFS or STEP for candidates wishing to progress within financial planning. This role offers the opportunity to develop within a top-tier specialist financial planning firm working with high-net-worth clients and complex planning strategies.
Why Apply
- Hybrid role with significant remote working flexibility
- Opportunity to work with high-net-worth clients
- Exposure to Inheritance Tax and complex financial planning cases
- Join a specialist Chartered financial planning firm
- Support with PFS / STEP qualifications
- Excellent long-term career development
Finance Administrator employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management or financial planning. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, so don’t just memorise answers—make them your own!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace Finance Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Financial Planning Administrator. Highlight your relevant experience in wealth management and financial planning, and don’t forget to mention any specific software or tools you’ve used that relate to the job.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with the responsibilities listed in the job description. Keep it concise but impactful!
Showcase Your Communication Skills: Since this role involves coordinating between clients, advisers, and providers, make sure to demonstrate your excellent communication skills in your application. Use clear and professional language, and maybe even share an example of how you’ve successfully managed client relationships in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our team!
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, especially around Inheritance Tax and retirement strategies. Being able to discuss these topics confidently will show that you're not just familiar with the role but also genuinely interested in the field.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed multiple cases or projects in the past. Highlighting your workflow management skills will demonstrate that you can handle the demands of a busy financial planning environment.
✨Communicate Like a Pro
Practice articulating your thoughts clearly and concisely. Since you'll be coordinating communication between clients, advisers, and providers, showcasing your excellent communication skills during the interview is crucial.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client service and their support for professional development. This shows that you're not only interested in the role but also in how you can grow within the company.