Senior Financial Planning Administrator

ZipRecruiter; London; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

Join a prestigious financial planning firm as a Financial Planning Administrator, where you'll support Senior Planners and engage with high-net-worth clients. This role offers a unique opportunity to grow within a collaborative team environment, focusing on bespoke financial advice. With a commitment to professional development and a wellness policy that prioritizes your health, this position is ideal for those passionate about advancing their careers in financial services. Enjoy a competitive salary and hybrid working arrangements while making a significant impact in the financial planning sector.

Benefits

Performance-based bonus

Comprehensive benefits package

Ongoing professional development

Hybrid working arrangement

Wellness policy

Qualifications

• At least one year of relevant experience in financial services.
• Ability to handle complex administrative tasks.

Responsibilities

• Support Senior Financial Planners and Paraplanners.
• Engage in client-facing activities and manage administrative tasks.

Skills

Detail-oriented

Client service

Financial planning

Administrative tasks

Education

Degree in Finance or related field

Job description

Job Description

Location: Central LondonSalary: £35,000-£40,000 (flexible for experienced candidates) + Bonus & Benefits

Are you a detail-oriented professional with a passion for financial planning and client service? This is your chance to join an award-winning Chartered financial planning practice working with high-net-worth clients and providing bespoke, comprehensive advice.

About the FirmThis highly respected financial planning firm specializes in managing portfolios for clients with funds under management ranging from £3M to £25M. They pride themselves on their collaborative team environment, high standards of client care, and intellectually stimulating work. With an in-house Investment Manager, they offer a truly bespoke service to their clients.

The RoleAs a Financial Planning Administrator, you will play a key role in supporting the firm's Senior Financial Planners and Paraplanners. Your responsibilities will include:

• Handling core administrative tasks to ensure smooth client service.
• Assisting with detailed and technically challenging cases.
• Engaging in some client-facing activities.

This role offers a fantastic opportunity to grow into more technical or client-focused positions, with clear pathways for professional development.

Who They’re Looking ForApplications are welcomed from individuals at varying levels of experience:

• Graduates with at least one year of relevant experience in financial services.
• Experienced Administrators with two or more years of relevant expertise.
• Professionals seeking to grow into roles such as Financial Adviser, Client Manager, or specialized Administrator.

Why Join?The firm is committed to creating a supportive and dynamic work environment. They offer:

• Hybrid Working: Split your week between office (3 days) and home (2 days).
• Wellness Policy: A "Zero Symptoms" policy ensures you can prioritize health and recovery by working from home when unwell.

What’s on Offer?

• Competitive salary: £35,000-£40,000 (flexible for experienced candidates).
• Performance-based bonus and a comprehensive benefits package.
• Ongoing professional development and progression opportunities.

If you’re looking for a role where you can make an impact while advancing your career in financial planning, this could be the perfect opportunity.