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For Companies At a Glance
- Tasks: Support Financial Planners and ensure client plans are executed accurately.
- Company: Reputable financial planning firm prioritising client relationships over products.
- Benefits: Salary up to £40,000, bonuses, private medical insurance, and hybrid working.
- Why this job: Join a supportive team focused on delivering high-quality financial planning.
- Qualifications: Experience in financial planning support and strong organisational skills.
- Other info: Enjoy 25 days holiday, charity volunteering days, and excellent career growth.
The predicted salary is between 40000 - 40000 £ per year.
Our client is a financial planning firm that puts people before products - and this Financial Planning Administrator role is key to making that approach a reality for clients every day. The business focuses on helping clients feel clear, confident and in control of their future through proper financial planning, wealth management and lifestyle modelling. Money is seen as a means, not the end goal, with advice built around clients' lives rather than just their portfolios. With a strong reputation for client service and long-term relationships, this opportunity offers the chance to join a firm that genuinely delivers high-quality financial planning.
The Opportunity
As a Financial Planning Administrator, you'll sit at the heart of the client journey, supporting Financial Planners while acting as a reliable and friendly point of contact for clients. This is a role where detail matters, relationships matter, and doing things properly matters. You'll be the person ensuring that what's agreed in meetings is followed through accurately and on time.
Key Responsibilities
- Preparing client review packs and maintaining accurate, up-to-date CRM records
- Managing Letters of Authority (LOAs), chasing providers, and ensuring all information is complete
- Processing new business across pensions, investments, and protection
- Supporting planners with lifestyle modelling outputs to ensure recommendations are correctly implemented
- Monitoring service standards and making sure nothing slips through the cracks
- Handling client queries in a calm, clear, and professional manner
As a Financial Planning Administrator, you'll be the person who makes sure the plan on screen becomes real, documented action.
About You
You’ll likely bring:
- Experience in a financial planning or wealth management support role
- Strong organisational skills and attention to detail
- A proactive mindset - someone who takes ownership and follows things through
- Confidence communicating with both clients and providers
- A genuine interest in financial planning and delivering good client outcomes
What's on Offer
- Salary to £40,000
- Annual bonus (approximately 10%)
- Strong employer pension contribution
- Private Medical Insurance
- Income Protection
- Life Insurance
- Wellbeing Allowance
- 25 days holiday + bank holidays
- Option to buy up to 5 additional days
- Paid charity volunteering days
- Hybrid working
If you're a Financial Planning Administrator looking to join a firm where financial planning is done properly - with a real focus on clients, not products - this is a great opportunity to be part of a high-quality, supportive team.
Financial Administrator to Paraplanner - London / Hybrid - Salary to £40,000 + Bonus + Benefits employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator to Paraplanner - London / Hybrid - Salary to £40,000 + Bonus + Benefits
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Since this role is all about putting clients first, think of examples from your past experiences that showcase your commitment to client service and attention to detail.
✨Tip Number 3
Practice your communication skills! As a Financial Planning Administrator, you'll need to handle client queries with confidence. Role-play common scenarios with a friend to get comfortable with your responses.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining a firm that values high-quality financial planning.
We think you need these skills to ace Financial Administrator to Paraplanner - London / Hybrid - Salary to £40,000 + Bonus + Benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Financial Planning Administrator role. Highlight your organisational skills and any relevant experience in financial planning or wealth management to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in financial planning and how you can contribute to our client-focused approach. Keep it friendly and professional, just like we do at StudySmarter.
Showcase Your Attention to Detail: In this role, detail matters! Make sure your application is free from typos and errors. This not only shows your attention to detail but also reflects your commitment to delivering high-quality work, which is what we value at StudySmarter.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you understand the basics of financial planning and wealth management. Brush up on key concepts, especially those related to client service and lifestyle modelling, as these will likely come up during your interview.
✨Showcase Your Organisational Skills
Since attention to detail is crucial for this role, prepare examples that demonstrate your organisational skills. Think about times when you successfully managed multiple tasks or ensured accuracy in your work.
✨Practice Client Communication
As a Financial Planning Administrator, you'll be the friendly point of contact for clients. Practise how you would handle common client queries calmly and professionally. Role-playing with a friend can help you feel more confident.
✨Emphasise Your Proactive Mindset
Be ready to discuss instances where you've taken ownership of a project or task. Highlight how your proactive approach has led to successful outcomes, showing that you’re someone who follows through and ensures nothing slips through the cracks.