Financial Planning Administrator

Ortus PSR Ltd; City Of London; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Modern working environment with AI

Professional development support

Collaborative team

Hybrid working

Job summary

Ortus PSR Ltd in London (Edgware area) is seeking a proactive Financial Planning Administrator to support paraplanning and advisory teams. You will manage day-to-day administrative tasks for client cases and help move files from first meeting through to implementation.

You'll work with AI-assisted tools to collate data, prepare research packs and keep back-office systems up to date, while maintaining high standards of client service and compliance.

Qualifications

• Experience in an IFA/wealth management admin is preferred.
• Strong attention to detail and ability to manage multiple cases.
• Professional communication with clients and providers.
• Willingness to embrace AI-driven tools.
• Interest in financial planning and career progression.

Responsibilities

• Support paraplanners and financial planners with day-to-day administration of client cases.
• Gather client information, including letters of authority, policy data and provider information, and chase outstanding items.
• Prepare case files and research packs to support detailed financial plans.

Skills

Administration

Attention to detail

Communication

Tech savvy

Tools

AI tools

Job description

Financial Planning Administrator | Edgware | Salary up to £40,000 & Hybrid Working

We're partnering with a well-established financial planning firm in North West London. They're looking for an organised, proactive IFA Administrator to support their paraplanning team and planners. The firm advises a sophisticated, high-net-worth client base. Your work will keep cases moving smoothly from first meeting through to implementation.

The firm uses the latest AI tools across its processes. They take on the repetitive, time-consuming tasks, so you can focus on accuracy, client service and getting things right for clients. If you want to work in a modern, forward-thinking advice business and build a career in financial services, this is a great place to do it.

What you'll be doing

• Supporting the Paraplanners and Financial Planners with the day-to-day administration of client cases
• Gathering client information, including letters of authority, policy data and provider information, and chasing outstanding items
• Preparing case files and research packs so the Paraplanners have what they need to build detailed financial plans
• Using AI-assisted tools to collate data, draft documents and speed up routine processing
• Processing new business applications, transfers and investment instructions through to completion
• Keeping the back-office system accurate and up to date
• Liaising with providers, platforms and clients by phone and email
• Supporting annual reviews by preparing valuations, review packs and meeting documentation
• Making sure all files meet compliance requirements

What you'll bring

• Administration experience within an IFA, wealth management or financial services firm (preferred but not essential for the right person)
• Strong attention to detail and a well-organised approach to managing multiple cases
• Confident, professional communication with clients, providers and colleagues
• Comfort with technology and a willingness to embrace new AI-driven tools and ways of working
• A proactive mindset. You spot what needs doing before being asked
• An interest in financial planning, with an eye on progressing your career

What's on offer

• A modern working environment where AI and technology remove the admin burden from the admin role
• Close working with experienced Paraplanners and Planners, with real exposure to how complex financial plans come together
• Support with professional qualifications for those looking to progress towards paraplanning
• A friendly, collaborative team within a respected, client-focused firm