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Senior Financial Planning Administrator
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Senior Financial Planning Administrator
London | Hybrid (3 Days Office / 2 Days Home after Probation)
Up to £40,000 + Outstanding Benefits
Are you an experienced Financial Services Administrator looking to join one of the UK's most prestigious wealth management firms?
A leading national Financial Planning and Investment Management business is seeking a Senior Financial Planning Administrator to support a team of Financial Planners, providing first-class service to a portfolio of High Net Worth and Ultra High Net Worth clients.
With nearly two centuries of heritage, over £59bn of assets under management and advice, and an outstanding reputation across the financial services industry, this is an excellent opportunity to develop your career within a market-leading organisation.
The Role
As a Senior Financial Planning Administrator, you'll play a vital role in supporting Financial Planners and ensuring clients receive an exceptional service throughout their journey. Working as part of a collaborative team, you'll manage a wide variety of administrative responsibilities while building strong relationships with both clients and colleagues.
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Key Responsibilities
- Provide comprehensive administrative support to Financial Planners.
- Build and maintain strong relationships with clients.
- Maintain accurate client records and back-office systems.
- Request policy information from providers.
- Prepare meeting packs and client valuations.
- Liaise with internal operational teams regarding transfers, client instructions, and account administration.
- Process new business and proactively manage cases through to completion.
- Deliver excellent client outcomes while ensuring all work complies with regulatory standards.
About You
You'll ideally have:
- 2-5 years' experience within financial services administration.
- Experience supporting Financial Planners, Wealth Managers, or Financial Advisers.
- Excellent organizational skills with strong attention to detail.
- Outstanding communication and client service skills.
- The ability to prioritize effectively within a busy environment.
- A proactive, professional approach with a genuine desire to build a long-term career in wealth management.
- An interest in working towards professional qualifications would be advantageous.
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What's on Offer?
- Salary up to £40,000
- Hybrid working (3 days in the office, 2 days from home after probation)
- Exceptional benefits package
- Genuine long-term career progression
- The opportunity to join one of the UK's leading Financial Planning and Investment Management firms
- A collaborative, supportive team culture
- Exposure to High Net Worth and Ultra High Net Worth clients
If you're an experienced Financial Planning or Wealth Management Administrator looking to take the next step in your career with a highly respected organisation, we'd love to hear from you. Apply today to find out more.
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