Hours: Full-Time | Monday to Friday | 8:30am – 5:30p
Benefits: Private Medical Insurance, Gym Membership, Bonus Scheme, Pension & Professional Qualifications Support
An exciting opportunity has arisen for a highly organised and motivated Financial Planning Administrator to join a growing and successful wealth management firm in London. We would also consider a new graduate looking for their first role with a general interest in wealth management.
This role is ideal for someone with a genuine interest in financial planning who is looking to build a long‑term career within the financial services industry. Working closely with experienced Financial Planners, you will play a key role in supporting clients and ensuring the smooth delivery of financial planning services.
Responsibilities
- Supporting Financial Planners with day‑to‑day client servicing activities.
- Preparing client meeting packs and supporting documentation.
- Liaising with pension providers, investment companies and other financial institutions to obtain client information.
- Maintaining accurate client records and updating internal systems.
- Producing high‑quality written correspondence for clients and providers.
- Assisting with new business submissions and application processing.
- Managing administrative workflows and workload priorities.
- Handling general office administration, including post, stationery orders and reception duties.
- Supporting the team in delivering an exceptional client experience.
Qualifications
- Genuine interest in Financial Planning and Wealth Management.
- Strong organisational and time management skills.
- Excellent attention to detail and communication skills.
- Ability to work independently and manage competing priorities.
- Proactive, positive and "can‑do" attitude.
- High levels of discretion when handling confidential information.
What’s on Offer?
- Competitive salary.
- Pension contributions from day one.
- Private Medical Insurance after probation.
- Death in Service cover.
- Gym membership.
- Discretionary bonus scheme paid twice yearly.
- Ongoing support towards industry‑recognised professional qualifications.
- Clear opportunities for career development within a growing wealth management business.
This is a fantastic opportunity for an ambitious individual who is looking to establish a successful career within financial services and wealth management while gaining valuable exposure to financial planning professionals and clients.
#J-18808-Ljbffr
Financial Planning Administrator in London employer: Office Collective
Join a dynamic and innovative technology start-up in the heart of Fitzrovia, where you will play a crucial role as Head of Business Operations. With a strong emphasis on employee growth and autonomy, this company fosters a collaborative work culture that encourages you to take ownership and make impactful decisions. Enjoy a competitive salary, discretionary bonuses, and the flexibility of remote work on Fridays, all while being part of a passionate team dedicated to scaling the business together.
