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Financial Planning Administrator - Central London




Administration, Sales Support


£22,000 to £30,000 Per Annum


Full benefits



Contract Type:


Administrator (Wealth Management) 

Central London

Salary up to £30,000 full benefits and bonuses

Our Client is a wealth management firm who provide holistic wealth management services to private clients. Their services include personalised investment portfolio management and financial planning advice. They are looking for a Financial Planning Administrator to work closely with a team of financial planners in their central London office.

The Role

  • To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following:
  • Dealing with day to day client and provider enquiries
  • Arranging client meetings for the adviser
  • Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
  • Preparing and submitting applications and supporting documents to product providers
  • Inputting new business proposals to the back office system in line with Company procedures
  • Undertaking fund switches upon the instruction of the client
  • Maintaining accurate records of all verbal and non-verbal communications with the client
  • Typing adviser dictation for file and meeting notes
  • Maintaining up to date client fact find information on the back office system
  • Maintaining client files in line with Compliance procedures
  • Keeping track of fees and chasing where appropriate

Experience & Skills


  • Previous experience in an adviser support role within an IFA firm
  • Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
  • Ability to work as part of a team as well as on your own initiative
  • Ability to critically evaluate information, probe and challenge the facts
  • A flexible and adaptable attitude towards work
  • Ability to work accurately and in accordance with procedures
  • Excellent time management, ability to meet deadlines
  • Experience of using provider platforms and product provider extranet sites
  • Experience of Microsoft Word, Excel, Outlook
  • Certificate in Financial Planning or equivalent

Salary & Benefits

  • Salary up to £30,000 depending on experience
  • Discretionary annual bonus
  • Contributory pension scheme
  • Group Private Medical Insurance
  • Group Death in Service
  • Group Permanent Health Insurance
  • Group Critical Illness
  • Group Medicash Scheme
  • Interest free season ticket loan

Apply today