Financial Planning Administrator

Jobtailor; Greater London; On-site; GBP 28,000 - 38,000; Full time

Job summary

Jobtailor in Greater London is seeking a proactive administrator to support paraplanners and relationship managers, handling client data, onboarding, and the delivery of high-quality financial planning services.

You will build strong client relationships, coordinate meetings, and help implement advice while collaborating with internal teams. A Diploma in Regulated Financial Planning is desirable, with an emphasis on accuracy, responsiveness, and continuous improvement.

Qualifications

• Proven experience working in administration for a Financial Planning firm
• Passion for financial planning
• Be working towards the Diploma in Regulated Financial Planning (desirable)
• Ability to listen and ask great questions
• Effective communication and ability to build strong relationships based on trust and open dialogue
• Ability to give and accept feedback
• Client-centric approach, prioritising client needs and satisfaction
• Ability to anticipate client needs and address them without prompting
• Solution-based outlook to progress and resolve client requests
• Ability to work well with internal teams
• Ability to adjust quickly to changes in client requirements or internal processes
• Ability to work under pressure in a fast-paced environment
• Well-developed analytical skills
• Highly organised with acute attention to detail
• Proactive and positive approach

Responsibilities

• Support Paraplanners and Relationship Managers
• Manage and administer complex client assets
• Implement new advice smoothly and accurately
• Maintain precise, up-to-date client data
• Build client relationships through regular interaction and meeting support
• Assist with onboarding new clients
• Provide seamless, high-quality service to existing clients
• Prepare, coordinate, and follow up after client meetings
• Identify opportunities to improve working practices and implement positive change
• Provide reliable, proactive support to colleagues
• Use modern technology and smarter ways of working
• Support the development and training of other team members
• Share knowledge and best practices

Skills

Attention to Detail

Analytical Skills

Effective Communication

Relationship Building

Client-Centric Approach

Proactive Approach

Education

Diploma in Regulated Financial Planning

Tools

Client Management Systems

Modern Technology

Job description

• Support Paraplanners and Relationship Managers
• Manage and administer complex client assets
• Implement new advice smoothly and accurately
• Maintain precise, up-to-date client data
• Build client relationships through regular interaction and meeting support
• Assist with onboarding new clients
• Provide seamless, high-quality service to existing clients
• Prepare, coordinate, and follow up after client meetings
• Identify opportunities to improve working practices and implement positive change
• Provide reliable, proactive support to colleagues
• Use modern technology and smarter ways of working
• Support the development and training of other team members
• Share knowledge and best practices

Requirements

• Proven experience working in administration for a Financial Planning firm
• Passion for financial planning
• Be working towards the Diploma in Regulated Financial Planning (desirable)
• Ability to listen and ask great questions
• Effective communication and ability to build strong relationships based on trust and open dialogue
• Ability to give and accept feedback
• Client-centric approach, prioritising client needs and satisfaction
• Ability to anticipate client needs and address them without prompting
• Solution-based outlook to progress and resolve client requests
• Ability to work well with internal teams
• Ability to adjust quickly to changes in client requirements or internal processes
• Ability to work under pressure in a fast-paced environment
• Well-developed analytical skills
• Highly organised with acute attention to detail
• Proactive and positive approach

Core Competencies

Demonstrates expertise in managing complex client assets and providing high-quality service in financial planning. Strong ability to build client relationships and support team development while maintaining precise client data and implementing improvements.

Highest-signal resume keywords

• Financial Planning Administration Experience
• Diploma in Regulated Financial Planning
• Client-Centric Approach
• Analytical Skills
• Effective Communication

ATS Optimization Keywords

Soft Skills

• Attention to Detail
• Proactive Approach
• Ability to Work Under Pressure
• Relationship Building
• Feedback Acceptance

Certifications & Qualifications

• Diploma in Regulated Financial Planning

Industry Keywords

• Financial Planning
• Client Onboarding
• Client Interaction
• Working Practices Improvement
• Team Support

Tools & Technologies

• Modern Technology
• Client Management Systems