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An award-winning, fast-growing wealth management firm is seeking a driven and proactive Financial Planning Administrator to join their expanding team in London. Founded to bridge the gap in accessible financial planning, the firm has quickly established a reputation for delivering client-first, goal-oriented advice.
The business is built on the core values of trust, transparency, and purpose-driven planning. With a rapidly growing portfolio and big plans for the future, this opportunity offers the right candidate the chance to grow with the firm, develop professionally, and be part of a close-knit and forward-thinking team.
Responsibilities
Reporting to the Head of Operations, the Financial Planning Administrator will support the day-to-day operations and client servicing, playing a key role in ensuring clients receive an exceptional experience. Duties include:
- Chasing Letters of Authority, information, and conducting research
- Preparing valuations and ensuring back-office records are accurate
- Updating client fact finds and ensuring AML verification is current
- Coordinating with advisers to prepare for review meetings
- Attending client meetings, preparing notes, and supporting advice delivery
- Liaising with third parties (e.g., accountants, solicitors, providers)
- Conducting fund and product research to support suitability reports
- Ensuring compliance and regulatory documentation is complete and filed
- Supporting event logistics and general office administration
Requirements
Essential Skills & Experience:
- Experience in an IFA
- Strong organisational skills and attention to detail
- Ability to work independently and collaboratively in a small team
Salary & Benefits
- Salary: Up to £35,000 depending on experience
- Contract Type: Full-time, permanent
- Working Pattern: Hybrid (4 days in-office, 1 day remote)
- 25 days annual leave + Bank Holidays
- Enrolment into the pension scheme following probation
- Discretionary performance bonus
- Support for professional qualifications
- Access to exclusive industry and social networking events
- Team lunches and socials
