Financial Planning Administrator – Wealth Management -London – Hybrid – Salary £35k

Join a dynamic and client-focused financial planning team, supporting high-net-worth individuals with tailored advice across pensions, investments, trusts, and protection solutions.

What You’ll Do

Manage end-to-end administration and maintain accurate client records
Assist with new business processing and compliance procedures
Support advisers with pension transfers, benefit crystallisation, and client reviews
Liaise with providers and maintain proactive communication with clients
Uphold confidentiality and data integrity standards

What You’ll Bring

Up to 2 years’ experience in financial planning or wealth management
Solid understanding of pensions and investment products
Excellent organisational and interpersonal skills
Working knowledge of Microsoft Office; familiarity with Xplan or Intelligent Office a plus
Positive attitude, strong attention to detail, and ability to work independently

Be part of a collaborative environment that values professionalism, precision, and client care. Apply now to grow your career in financial planning support.

Please send your CV to Ursula at Financial Divisions