Financial Planning Administrator
More than 06 months
Medium Level
Project detail
An exceptional opportunity has arisen for a Financial Planning Administrator to join a boutique, high-calibre financial planning practice that is entering an exciting phase of strategic growth and transformation.
This firm is known for delivering holistic, tailored advice exclusively to high-net-worth and ultra-high-net-worth clients. With ambitious plans to grow their assets under management and expand their business, they are looking to hire a motivated individual to support their Financial Planners, Paraplanners and wider team.
As a Financial Planning Administrator, you will play a key role in the advice journey, ensuring a seamless experience for clients and internal stakeholders alike. You will work closely with the advisory and paraplanning teams, handling new business processing, client reviews and a range of administrative tasks that are critical to the planning process.
The successful candidate will benefit from close mentorship and ongoing support from an experienced and highly regarded Office Manager, who has a strong track record of developing staff and supporting them through professional qualifications.
Key Responsibilities:
Provide comprehensive administrative support to Financial Planners and Paraplanners
Process new business applications, prepare documentation, and manage review processes
Maintain accurate client records in line with compliance and regulatory standards
Liaise with clients and providers to ensure smooth delivery of the advice process
Contribute to a professional and client-focused team environment
What’s on Offer:
Basic salary of up to £35,000 depending on experience
The chance to work with HNW and UHNW clients
Exceptional training and development support
Structured career progression within a growing and forward-thinking firm
Support to achieve market-recognised financial planning qualifications
This is a great opportunity to join a respected and ambitious wealth management firm and build a long-term career in the financial planning profession.