Financial Planning Administrator

Client Support – Financial Planning | £36,000 | Hybrid Working

Salary: £36,000-£38,000

Role: Client Support (IFA / Wealth Management)

Location: London

Working Pattern: Office-based during probation, then hybrid (3 days office / 2 days WFH)

Are you an organised, detail-focused professional with experience in financial planning or wealth management? A highly reputable advisory firm is seeking a motivated Client Support professional to join their growing team.

This is a fantastic opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about delivering a world-class client experience.

What You’ll Be Doing

You’ll play a key role in supporting Advisors, Planners, and the wider investment team by ensuring seamless administration and exceptional client service. Your responsibilities will include:

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• Managing new business processing, including application preparation, tracking and liaising with third parties
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• Supporting the client review and sales process, including research, valuations and meeting preparation
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• Maintaining accurate client records across internal systems
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• Coordinating protection quotes and ensuring clients are placed on risk
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• Handling fee statements, investigating discrepancies and supporting compliance returns
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• Assisting with investment queries and liaising directly with internal and external stakeholders
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• General office support including scheduling, document preparation, scanning and client hospitality
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You’ll also contribute to improving processes, templates and office efficiency.

About You

The ideal candidate will have:

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• At least 2 years’ experience in a similar role with an IFA, investment manager, platform or professional services environment
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• Strong knowledge of investments, pensions and life assurance
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• Excellent organisational skills with a structured, accurate and thorough working style
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• Ability to multitask and perform well under pressure
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• Strong communication skills with clients, colleagues and third parties
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• Good IT skills across Microsoft Office and ideally systems such as Curo or Voyant
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• A proactive, can-do attitude with strong attention to detail
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Working toward the CII Level 4 Diploma in Regulated Financial Planning is a plus but not essential.

Why Apply?

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• Join a friendly, supportive, and professional team
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• Hybrid working after probation
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• Clear development and progression opportunities
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• Support for relevant qualifications
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