Financial Planning Administrator

Office Collective; Greater London; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Private Medical Insurance

Gym Membership

Bonus Scheme

Pension Contributions

Professional Qualifications Support

Job summary

Office Collective in Greater London is seeking a highly organised Financial Planning Administrator for a role in wealth management. This position offers opportunities for a new graduate eager to build a career in financial services.

The successful candidate will support clients and Financial Planners while managing administrative tasks effectively. Benefits include private medical insurance, gym membership, and support for professional qualifications.

Qualifications

• Genuine interest in Financial Planning and Wealth Management.
• Strong organisational and time management skills.
• Excellent attention to detail and communication skills.
• Ability to work independently and manage competing priorities.
• High levels of discretion when handling confidential information.

Responsibilities

• Supporting Financial Planners with day‑to‑day client servicing activities.
• Preparing client meeting packs and supporting documentation.
• Liaising with pension providers and investment companies.
• Maintaining accurate client records and updating systems.
• Producing high‑quality written correspondence for clients.

Skills

Organisational skills

Time management

Attention to detail

Communication skills

Proactive attitude

Job description

Hours: Full-Time | Monday to Friday | 8:30am – 5:30p

Benefits: Private Medical Insurance, Gym Membership, Bonus Scheme, Pension & Professional Qualifications Support

An exciting opportunity has arisen for a highly organised and motivated Financial Planning Administrator to join a growing and successful wealth management firm in London. We would also consider a new graduate looking for their first role with a general interest in wealth management.

This role is ideal for someone with a genuine interest in financial planning who is looking to build a long‑term career within the financial services industry. Working closely with experienced Financial Planners, you will play a key role in supporting clients and ensuring the smooth delivery of financial planning services.

Responsibilities

• Supporting Financial Planners with day‑to‑day client servicing activities.
• Preparing client meeting packs and supporting documentation.
• Liaising with pension providers, investment companies and other financial institutions to obtain client information.
• Maintaining accurate client records and updating internal systems.
• Producing high‑quality written correspondence for clients and providers.
• Assisting with new business submissions and application processing.
• Managing administrative workflows and workload priorities.
• Handling general office administration, including post, stationery orders and reception duties.
• Supporting the team in delivering an exceptional client experience.

Qualifications

• Genuine interest in Financial Planning and Wealth Management.
• Strong organisational and time management skills.
• Excellent attention to detail and communication skills.
• Ability to work independently and manage competing priorities.
• Proactive, positive and "can‑do" attitude.
• High levels of discretion when handling confidential information.

What’s on Offer?

• Competitive salary.
• Pension contributions from day one.
• Private Medical Insurance after probation.
• Death in Service cover.
• Gym membership.
• Discretionary bonus scheme paid twice yearly.
• Ongoing support towards industry‑recognised professional qualifications.
• Clear opportunities for career development within a growing wealth management business.

This is a fantastic opportunity for an ambitious individual who is looking to establish a successful career within financial services and wealth management while gaining valuable exposure to financial planning professionals and clients.