Wealth Planning Administrator - Hybrid, Career Growth

Financial Divisions; Sutton; Hybrid; GBP 32,000 - 38,000; Full time

Benefits offered by this job

Bonus

25 days' holiday

Excellent benefits package

Part-home / hybrid working

Job summary

Financial Divisions in Sutton is seeking a capable Financial Planning Administrator to join a prestigious Wealth Management firm. You will support advisers and paraplanning teams, focusing on client onboarding, AML checks, and end-to-end annual reviews, ensuring high-standard service for private clients and families.

You will work closely with a Chartered Financial Adviser, build trusted client relationships, and maintain comprehensive records within a high-performing, people-focused environment.

Qualifications

• 1–2 years' experience within Financial Services.
• Experience in Financial Planning/Wealth Management or IFA environment preferred.
• Able to manage multiple tasks with excellent attention to detail.

Responsibilities

• Assist in onboarding new clients and collecting personal/financial information.
• Conduct AML and client verification checks.
• Prepare and issue Letters of Authority and liaise with providers/third parties.
• Support end-to-end annual review process for clients.
• Liaise directly with clients and maintain accurate records.
• Provide wider administrative support to advisers and Paraplanning team.

Skills

Financial services experience

Client onboarding

AML checks

Attention to detail

Job description

Financial Divisions in Sutton is seeking a capable Financial Planning Administrator to join a prestigious Wealth Management firm. You will support advisers and paraplanning teams, focusing on client onboarding, AML checks, and end-to-end annual reviews, ensuring high-standard service for private clients and families.

You will work closely with a Chartered Financial Adviser, build trusted client relationships, and maintain comprehensive records within a high-performing, people-focused environment.