Financial Planning Administrator

Recruitment Rebellion; London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A premier recruitment agency is seeking a Financial Planning Administrator in London. This hybrid role involves providing essential administrative support to financial advisers, managing client databases, and ensuring timely execution of tasks. The ideal candidate will possess a strong attention to detail, relevant financial planning experience, and robust IT skills. Join this established firm and benefit from a supportive environment that values career growth.

Qualifications

• Experience in a financial planning support role, ideally with an IFA or restricted adviser.
• Genuine interest in administration as a long-term career path.
• Excellent attention to detail and ability to work collaboratively.
• Strong IT skills, including familiarity with financial planning systems.
• Able to prioritise workload, work to tight deadlines, and manage tasks efficiently.
• Confident reviewing and querying information where required.

Responsibilities

• Providing administrative support for processing and submitting new business and servicing existing clients.
• Maintaining and updating the client database, ensuring all documentation and records are accurate.
• Sharing responsibility for the departments workflow and completing all admin tasks in a timely manner.
• Liaising with providers and third parties to carry out administrative tasks.
• Managing incoming and outgoing post.

Skills

Financial Planning

Attention to Detail

IT Skills

Administration

Work Collaboration

Job description

Job Description:

Financial Planning Administrator

Location: London (Hybrid working available)
Starting salary: From £25,000

Are you an experienced financial services administrator looking for your next step?

Do you take pride in getting things done accurately, on time, and to a high standard?

Would you like to be part of a company that values your ideas, supports your growth, and offers long-term career prospects?

Equity and General in London are looking for a Financial Planning Administrator to join a well-established and growing firm. Whether you're happy working as part of a team or aiming to become an administration manager in the future, this role offers room to grow.

About the role

You'll be supporting our financial advisers by managing the administration of new business and ensuring clients receive an excellent ongoing service. Reporting to the Operations Manager, this is a full-time role with hybrid working (23 days in the office, the rest from home).

Key responsibilities include:

• Providing administrative support for processing and submitting new business and servicing existing clients.
• Maintaining and updating the client database, ensuring all documentation and records are accurate.
• Sharing responsibility for the departments workflow and completing all admin tasks in a timely manner.
• Liaising with providers and third parties to carry out administrative tasks.
• Managing incoming and outgoing post.

What we're looking for

• Experience in a financial planning support role, ideally with an IFA or restricted adviser.
• A genuine interest in administration as a long-term career path.
• Excellent attention to detail and ability to work collaboratively.
• Strong IT skills, including familiarity with financial planning systems (knowledge of Intelligent Office is desirable but not essential).
• Able to prioritise workload, work to tight deadlines, and manage tasks efficiently.
• Confident reviewing and querying information where required.

About us

Equity and General was established in 2008 and is directly authorised by the Financial Conduct Authority. We have offices in London, Glasgow, and Solihull.

We offer holistic financial planning advice covering investments, savings, pensions, insurance, and mortgages. Our focus is helping individuals and trusts plan for their financial future with confidence and clarity.

How to apply

This vacancy is being managed by Recruitment Rebellion Limited on behalf of Equity and General.

We encourage early applications interviews may begin before the closing date. The advert will run for up to 40 days or close earlier if the right candidate is found.

Our recruitment process is designed to be inclusive, transparent, and fair. If you require any adjustments, please let us know.

To give your application the best chance:

• Make sure you meet the essential criteria and have the right to work in the UK.
• Tailor your CV to this role, highlighting your relevant experience and achievements.
• Submit a clear, concise, and up-to-date CV.

We look forward to hearing from you.

Required Skills:
• Financial Planning
• Planning