Finance Administrator

Recruitment South East; England; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services firm in the UK is seeking a Financial Planning Support Administrator. The ideal candidate will coordinate client onboarding, manage portfolio data, and maintain compliance documentation. This position is perfect for graduates in finance or economics who want direct exposure to investment strategies within a collaborative and growth-oriented team. Clear progression routes into paraplanning or advisory roles are available, along with mentoring from experienced planners.

Benefits

Direct exposure to investment strategy

Mentoring from experienced professionals

Clear progression routes

Qualifications

• 12-24 months’ experience in financial services or investment administration.
• Strong detail orientation and accuracy.
• Interest in financial planning systems.

Responsibilities

• Coordinate new client onboarding and manage portfolio data.
• Maintain client records and produce reports.
• Monitor investment progress and ensure compliance paperwork.

Skills

Analytical skills

Communication skills

Excel proficiency

Education

Degree in Finance, Economics, or related discipline

Tools

Intelliflo

Investment platforms (Transact, Fidelity, Elevate)

Job description

Financial Planning Support Administrator (Perfect for an ambitious finance or economics graduate looking to deepen their experience in wealth management)

About the role

You’ll be working at the heart of our financial planning team, helping to turn data, analysis, and client goals into actionable investment strategies. This is a hands‑on role where you’ll gain exposure to client portfolios, investment platforms, compliance processes, and the day‑to‑day running of a busy wealth management practice.

What you’ll do

Client and Portfolio Support

• Coordinate new client onboarding, including AML checks and account setup.
• Liaise with clients and providers to obtain investment valuations and policy details.
• Manage portfolio data and ensure all information is accurate and up to date.
• Prepare review packs for annual client meetings, giving you insight into real‑world portfolio performance and strategy.

Data, Systems & Reporting

• Maintain our financial planning software (Intelliflo) and ensure client records are always accurate.
• Work with investment platforms such as Transact, Fidelity, and Elevate.
• Produce reports and summaries that help our Financial Planners provide high‑quality, personalised advice.

Project & Process Management

• Monitor the progress of new investments and transfers from initiation to completion.
• Ensure compliance paperwork is complete and aligned with FCA regulations.
• Support process improvements to make the client journey smoother and more efficient.

What you’ll bring

• A degree in Finance, Economics, or a related discipline.
• 12-24 months’ experience in financial services, investment administration, or a related field.
• Strong analytical skills, with an eye for accuracy and detail.
• Confidence in using Excel and an interest in learning financial planning systems.
• Excellent communication skills you’ll be speaking with clients, providers, and colleagues daily.

Why join us?

• Direct exposure to investment strategy, client portfolios, and financial planning processes.
• Mentoring from experienced Financial Planners with a track record of developing talent.
• Clear progression routes into paraplanning, compliance, or advisory roles.
• A collaborative, growth‑minded team environment.