Financial Planning Admin: Compliance & Client Support

Asset Recruit; Greater London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial planning firm in Mayfair is seeking an experienced Financial Planning Administrator to join their team. The ideal candidate will have at least 1 year of relevant experience and be working towards a Diploma in Financial Planning. Responsibilities include liaising with providers, managing documentation, and supporting advisers in client meetings. This role emphasizes strong attention to detail, client service, and familiarity with the FCA regulatory environment. Competitive opportunity in a supportive team setting.

Qualifications

• At least 1 year of experience in a Financial Planning Administrator role.
• Strong understanding of the FCA regulatory environment.
• Ability to contribute to a positive and supportive team culture.

Responsibilities

• Liaising with providers to request illustrations.
• Collecting and scanning commission statements.
• Helping advisers prepare for client meetings.
• Assisting the team with IT and general office administration.

Skills

Strong attention to detail

Experience using Intelligent Office or similar in-house CRM

Client focused

Compliance minded

Strong written/ verbal skills

Positive attitude

Education

Working towards Diploma in Financial Planning

Tools

Intelligent Office

Job description

A financial planning firm in Mayfair is seeking an experienced Financial Planning Administrator to join their team. The ideal candidate will have at least 1 year of relevant experience and be working towards a Diploma in Financial Planning. Responsibilities include liaising with providers, managing documentation, and supporting advisers in client meetings. This role emphasizes strong attention to detail, client service, and familiarity with the FCA regulatory environment. Competitive opportunity in a supportive team setting.