Financial Planning Administrator

We are working with the Wealth Planning arm of a top 20 accountancy practice, providing fully independent, holistic financial advice to an established portfolio of high-net-worth private clients.

The business is on a significant growth trajectory, with plans to expand its Wealth Planning team substantially over the coming years. As a result, they are now seeking a Client Services Executive to provide all-round support to two Wealth Planners managing a high-quality client book.

This role would suit either a career administrator or someone looking to develop further. The hiring manager has indicated an ideal initial tenure of 12–18 months, after which there is clear scope to progress into a Paraplanner role with client contact, and long-term development through to adviser level.

Key Responsibilities

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• End-to-end processing of new business and ongoing client servicing
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• Preparing for adviser and client meetings, including valuations, illustrations and meeting packs
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• Acting as a point of contact for clients and liaising with advisers on their behalf
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• Maintaining accurate client records and electronic filing systems
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• Supporting adviser fee, charge and commission queries
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• Ensuring all activity is completed in line with FCA regulations and internal compliance procedures
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(Full job specification available upon request)

Moore Kingston Smith - Client S…

Candidate Profile

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• Experience in a financial services administration role, ideally within IFA or Wealth Management
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• Strong communication skills and high attention to detail
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• Well organised with the ability to manage multiple tasks and deadlines
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• Comfortable working both independently and as part of a team
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• IT literate, including Microsoft Word and Excel
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• Interest in career development within financial planning
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Package & Benefits

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• £30,000 – £36,000 base salary
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• Bonus
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• Bi-Annual salary reviews
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• 28 days holiday
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• Hybrid working (3 days office / 2 home, with some flexibility)
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• Private medical insurance and comprehensive wellbeing benefits
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• Strong long-term career development and exam support
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A first-class opportunity for an ambitious individual to join a growing business with a clear pathway for long-term career progression.