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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 in a dynamic and supportive environment.
- Why this job: Gain valuable experience in wealth management and work on bespoke financial planning strategies.
- Qualifications: Previous experience in financial planning or wealth management is essential.
The predicted salary is between 28000 - 35000 £ 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
For a confidential discussion or to apply please contact: Laura McKendry Financial Divisions Recruitment lauram@financialdivisions.co.uk 07889 876 638
Finance Administrator in London employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Administrator in London
✨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 practising common questions specific to financial planning roles. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience with high-net-worth clients and complex cases.
✨Tip Number 3
Showcase your skills! Create a portfolio or a presentation that highlights your previous work in financial planning. This can really impress potential employers and give them a clear picture of what you bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s super easy and ensures your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Finance Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Financial Planning Administrator. Highlight your experience in wealth management and any relevant skills that match the job description. We want to see how you can bring value to our team!
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 background makes you a great fit for us. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!
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 Financial Stuff
Brush up on your knowledge of financial planning, especially around inheritance tax and retirement strategies. Be ready to discuss how you've supported advisers in the past and any specific cases you've worked on.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples that demonstrate how you've managed multiple cases or workflows effectively. Highlight any tools or systems you’ve used to keep everything on track.
✨Communicate Clearly
Excellent communication is key in this role. Practice articulating complex financial concepts in a simple way. Think about how you can convey your experience in liaising with clients and providers smoothly.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to high-net-worth clients and their financial planning strategies. This shows your genuine interest in the role and helps you understand if it’s the right fit for you.