Financial Planning Administrator - Wealth Management -London - Hybrid - Salary £35k

Financial Divisions; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A client-focused financial planning firm in London is hiring for a role supporting high-net-worth individuals. You will manage client records, assist with compliance, and support advisers in pension transfers. Candidates should have up to 2 years of experience in financial planning, solid knowledge of pensions, and strong organisational skills. Join a collaborative environment focused on professionalism and client care.

Qualifications

• Up to 2 years' experience in financial planning or wealth management.
• Solid understanding of pensions and investment products.
• Excellent organisational and interpersonal skills.

Responsibilities

• Manage end-to-end administration and maintain accurate client records.
• Assist with new business processing and compliance procedures.
• Support advisers with pension transfers and client reviews.

Skills

Organisational skills

Interpersonal skills

Attention to detail

Positive attitude

Tools

Microsoft Office

Xplan

Intelligent Office

Job description

Join a dynamic and client-focused financial planning team, supporting high-net-worth individuals with tailored advice across pensions, investments, trusts, and protection solutions.

What You'll Do

• Manage end-to-end administration and maintain accurate client records
• Assist with new business processing and compliance procedures
• Support advisers with pension transfers, benefit crystallisation, and client reviews
• Liaise with providers and maintain proactive communication with clients
• Uphold confidentiality and data integrity standards

What You'll Bring

• Up to 2 years' experience in financial planning or wealth management
• Solid understanding of pensions and investment products
• Excellent organisational and interpersonal skills
• Working knowledge of Microsoft Office; familiarity with Xplan or Intelligent Office a plus
• Positive attitude, strong attention to detail, and ability to work independently

Be part of a collaborative environment that values professionalism, precision, and client care. Apply now to grow your career in financial planning support.

Please send your CV to Ursula at Financial Divisions