Financial Advice Administrator in London

Client Support Executive – Wealth Planning
We’re looking for a Client Support Executive who is passionate about delivering outstanding service – the kind of service that gets things right first time and sets a new standard for our industry. If you care deeply about the details, love creating friction‑free client experiences, and want to grow your career in a fast‑moving advice business, this role is for you.
You’ll need to bring at least 2 years of financial administration experience within a wealth planning or financial advice business so you can hit the ground running and help us deliver exceptional service from day one.
About Octopus Money
At Octopus Money our mission is to transform millions of lives by making brilliant financial advice more accessible and more affordable. We’re growing quickly and as the UK’s Advice Firm of the Year we’re more committed than ever to delivering a service that truly stands out. That means being thoughtful, responsive, accurate and consistently excellent for our clients. If you share that passion and you have 2+ years of experience in financial advice administration or client operations in wealth planning we’d love to hear from you.
The role and opportunity
As a Client Support Executive you will be at the heart of our client experience. You’ll make sure every step of the onboarding and servicing journey feels smooth, transparent and reliable. You’ll work closely with our planners and advisers to bring our advice to life ensuring clients’ money is in the right place, at the right time, with zero friction. We want people who take pride in getting things right first time and are motivated by accuracy, clarity and doing the best possible job for clients every single time.
Grow your career with us
We’re committed to developing outstanding talent. If you want to progress in financial planning, paraplanning or operations we’re happy to fund professional qualifications and industry exams, including CII pathways, to help you build a long and successful career with us.
Day to day, you will
Deliver an onboarding experience that feels effortless – sending LOAs, gathering information and chasing providers to ensure clients are set up quickly, smoothly and correctly the first time.
Carry out AML and KYC checks with precision, making sure we meet regulatory requirements without adding friction for clients.
Implement advisers’ recommendations so clients’ money is invested in the right place at the right moment. This will include:
Process transfers in and out of the Octopus Money platform with accuracy, care and great communication.
Action ad hoc client instructions including withdrawals, deposits and