Wealth Planning Support Analyst

Recruitment South East; England; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services firm in the UK is seeking a Financial Planning Support Administrator. The ideal candidate will coordinate client onboarding, manage portfolio data, and maintain compliance documentation. This position is perfect for graduates in finance or economics who want direct exposure to investment strategies within a collaborative and growth-oriented team. Clear progression routes into paraplanning or advisory roles are available, along with mentoring from experienced planners.

Benefits

Direct exposure to investment strategy

Mentoring from experienced professionals

Clear progression routes

Qualifications

• 12-24 months’ experience in financial services or investment administration.
• Strong detail orientation and accuracy.
• Interest in financial planning systems.

Responsibilities

• Coordinate new client onboarding and manage portfolio data.
• Maintain client records and produce reports.
• Monitor investment progress and ensure compliance paperwork.

Skills

Analytical skills

Communication skills

Excel proficiency

Education

Degree in Finance, Economics, or related discipline

Tools

Intelliflo

Investment platforms (Transact, Fidelity, Elevate)

Job description

A leading financial services firm in the UK is seeking a Financial Planning Support Administrator. The ideal candidate will coordinate client onboarding, manage portfolio data, and maintain compliance documentation. This position is perfect for graduates in finance or economics who want direct exposure to investment strategies within a collaborative and growth-oriented team. Clear progression routes into paraplanning or advisory roles are available, along with mentoring from experienced planners.