Job Description Join a Respected Financial Planning Firm Are you an experienced Financial Planning Administrator looking for a fully remote or Hybrid opportunity with a highly regarded boutique wealth management firm? We are working with a well-established and growing financial planning business that has built an excellent reputation for delivering high-quality financial advice and exceptional client service. Due to continued growth, they are seeking a Financial Planning Administrator to provide dedicated support to an experienced Financial Planner, playing a key role in delivering a seamless client experience. This is a fantastic opportunity for someone who enjoys being involved throughout the entire client journey and is looking to join a supportive, collaborative team that values professional development and long-term career progression. Working closely with one Financial Planner, you will provide comprehensive administrative support across all aspects of the financial planning process, ensuring clients receive a first-class service from initial enquiry through to implementation and ongoing reviews. Providing full administrative support throughout the financial planning process Updating and maintaining CRM and workflow management systems Monitoring pipelines and proactively updating advisers and clients on case progress Tracking client fees and carrying out fee reconciliation activities To be successful in this role, you'll have previous experience working within a Financial Planning, Wealth Management or Independent Financial Advice environment and be comfortable managing multiple cases while maintaining exceptional attention to detail. Previous Financial Planning Administrator experience Strong knowledge of pensions, investments and financial planning products A good understanding of the end-to-end financial advice process Experience processing new business from enquiry through to implementation Strong communication and relationship-building skills A proactive approach and ability to work independently in a remote environment Hybrid/Remote working Generous holiday allowance Pension scheme Career development and progression opportunities Opportunity to join a respected and growing financial planning firm If you're an experienced Financial Planning Administrator seeking a role with a reputable firm that genuinely values its people, we'd love to hear from you.
Financial Planning Administrator - Hybrid Working in London employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
