Financial Planning Administrator - London

TN United Kingdom; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

Join a prestigious financial planning practice in Mayfair as a Financial Planning Administrator. This role is essential in supporting clients and financial planners, ensuring smooth operations and high-quality service. You will manage workloads, process client queries, and maintain relationships with external providers. The firm prides itself on its personalized approach to financial planning, helping clients achieve their financial goals through dedicated service and expertise. If you have a keen eye for detail, strong communication skills, and a passion for client service, this is an exciting opportunity to grow your career in a dynamic environment.

Qualifications

• Experience in client relationship management within financial services.
• Strong software skills, particularly in MS Office applications.

Responsibilities

• Provide quality administration and analytical support to planners and clients.
• Manage incoming and outgoing client queries via post and digital methods.

Skills

Client Relationship Management

Analytical Skills

Attention to Detail

Communication Skills

Multi-tasking

Education

Relevant Financial Qualification

Tools

Iress X Plan

MS Word

MS Excel

MS Outlook

Job description

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Client:

Blakemore Recruitment

Location:

London, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

fb85884937dc

Job Views:

6

Posted:

07.05.2025

Expiry Date:

21.06.2025

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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 highly personalised financial planning and investment management service. All forms of financial advice are offered, including pension funding, asset and estate protection, tax-efficient financial planning, as well as an investment service that offers dedicated discretionary fund management. The planning proposition as a whole assists clients in achieving their financial and lifestyle objectives. All services are provided by highly qualified professionals with experience servicing clients for many years, through different economic cycles. They believe in building long-term relationships with 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 and activities 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 business processes and with defined internal and external service level agreements
• Contribute to information required for the reporting of management information and key performance indicators
• Use company systems in line with internal procedures and ensure all processes are being completed in line with company manuals and process documentation
• Participate in meetings, conferences, and seminars applicable to role and following appropriate authorization
• Build relationships with external product providers and suppliers and act as a main point 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 with company procedure
• Data collection of client portfolios for new business and review meetings
• Prepare all documentation and meeting packs for planners in a 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 digital methods
• Manage cash balances and cash movements
• Maintain excellent attention to detail and organizational skills
• Demonstrate confident and competent communication skills – verbal and written
• Ability to multi-task
• Show initiative
• Good working knowledge of in-house systems and processes
• Effective communication with peers and line managers
• Maintain high integrity and confidence
• Focus on delivering high-quality client service
• Work under pressure as part of a team
• Strong software skills with good knowledge of MS Word, Excel, and Outlook
• Build effective internal and external relationships

Experience / Qualifications

• Experience with client relationship management software within financial services, such as Iress X Plan or similar