Financial Planning Administrator - London

Blakemore Recruitment; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A highly regarded Financial Planning practice in Mayfair is seeking a Financial Planning Administrator. This office-based role involves supporting clients and financial planners in achieving their financial objectives, ensuring compliance, and delivering high-quality service. Ideal candidates should possess strong organizational skills and experience in financial services software.

Qualifications

• Experience of client relationship management software within financial services.
• Excellent attention to detail and communication skills required.

Responsibilities

• Provide quality administration and analytical support to planners and clients.
• Manage incoming and outgoing client queries.
• Prepare documentation and meeting packs for planners.

Skills

Communication

Attention to Detail

Organizational Skills

Initiative

Tools

Iress X Plan

MS Word

Excel

Outlook

Job description

Client:

Blakemore Recruitment

Location:

London, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

Job Reference:

fb85884937dc

Job Views:

39

Posted:

22.06.2025

Expiry Date:

06.08.2025

Job Description:

We are currently recruiting for a highly regarded Financial Planning practice based in the Mayfair area who are looking for a Financial Planning Administrator to join their team.

The company is an independent firm providing private clients and institutions with a highlypersonalised financial planning and investment management service. All forms of financial adviceare offered, including pension funding, asset and estate protection, tax efficient financial planningas well as an investment service that offers dedicated discretionary fund management. Theplanning proposition as a whole assists clients achieve their financial and lifestyle objectives. Allservices are provided by highly qualified professionals with experience of servicing clients formany years, through different economic cycles. They believe in building long-term relationshipswith their clients based on trust and high levels of service.

This role supports clients and the Financial Planners within the business. This is an office based role.

Purpose

To support clients and the financial planning team in their day to day requirements andactivities to ensure competency, compliance and efficiency within the business.

Responsibilities

• Provide quality administration and analytical support to planners and clients
• Manage own workloads
• Process all private client related new business and servicing queries using the businessesprocesses and with defined internal and external service level agreements
• Contribute to information required for the reporting of management information andkey performance indicators
• Use company systems in line with internal procedures and ensure all processes arebeing completed in line with company manuals and process documentation
• Participate in meetings, conferences and seminars applicable to role and followingappropriate authorisation
• Build relationships with external product providers and suppliers and act as a mainpoint of contact for clients
• Check all new business paperwork prior to submission to ensure it is compliant
• Manage planner diaries and book client new business and review meetings in line withcompany procedure
• Data collection of client portfolios for new business and review meetings
• Prepare all documentation and meeting packs for planners in timely fashion
• Ensure all meeting follow-up work is completed within company timescales
• Manage and action incoming and outgoing client queries both via post and digitalmethods
• Managing cash balances and cash movements
• Excellent attention to detail and organisational skills
• Confident and competent communication skills – verbal and written
• Ability to multi-task
• Demonstration of initiative
• Good working knowledge of in-house systems and processes
• Ability to communicate to peers and line manager
• High integrity and ability to maintain confidence
• Strong focus on delivering high quality client service
• Ability to work under pressure as part of a team
• Strong software skills with good knowledge of MS Word, Excel and Outlook
• Ability to build effective internal and external relationships

Experience /Qualifications

• Experience of client relationship management software within financial services Iress X Plan or similar

Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information.

Bank or payment details should not be provided when applying for a job. Eurojobs.com is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Created on 22/06/2025 by TN United Kingdom