Financial Planning Administrator

2 weeks ago

nd floor Hatfields London SE United Kingdom Atomos Full time £30,000 - £50,000 per year


Career

You have 2-5 years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes. You are looking to provide one-on-one support to one of our Financial Planners and their clients. You want to be part of a busy hub who love delivering a great client experience.

This is a fantastic opportunity for an individual looking to pursue a career in Financial Planning in our fast-paced and friendly London Head Office.

About the role
You are crucial to every step of the client journey, from diary management and administrative support to client relationship building and case management. As the first point of contact for clients, you will become an expert on our products and providers. Your role is not just support, it's about building trust and delivering exceptional service at every touchpoint.

Accountabilities

  • Liaise with 3rd party providers and navigate provider platforms.
  • Process new business applications.
  • Co-ordinate Financial Planner's diaries and arrange client meetings.
  • Prepare documentation for client appointments and meetings e.g. annual review meeting packs.
  • Respond to email enquiries and liaise directly with clients.
  • Ensure all data entry is completed accurately and within specified timelines.

Skills and Experience

  • Techy savvy with intermediate Excel skills - v:lookups and pivot tables.
  • 2+ years experience in a Financial Planning administrator role.
  • Knowledge of financial products: pensions, investments and protection.
  • Good communication skills. Comfortable with numbers, and highly organised.
  • Love it when you delight a client with great outcomes.
  • Want to be part of a team that appreciates you – we know you as a person.
Benefits
  • Competitive Pension Scheme - we contribute 6%, you 3%
  • 26 days holiday plus bank holidays
  • Private Medical Insurance
  • Life Assurance (4x)
  • Group Income Protection
  • Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

  • Graduate Financial Planning Administrator

    3 days ago

    London, United Kingdom Augustine Financial Planning Full time

    Graduate Trainee required. Start your career in Wealth Management and build your future with an established and forward-thinking City firm. Are you ready to launch your career in the challenging world of financial planning? The opportunities and prospects in this industry are second to none - join us and take your career all the way to the top! Do you have...

  • Financial Planner

    1 week ago

    nd floor, Hatfields London, SE United Kingdom Atomos Full time £40,000 - £80,000 per year

    CareerYou're a driven and dynamic Financial Planner with a hunger for success and a passion for delivering exceptional client service. You want to join a close-knit, high-performing team where your ideas matter and your impact is visible. You'll play a pivotal role in our London operation, guiding clients with clarity and conviction, and helping them...

  • Financial Planning Administrator

    3 weeks ago

    London, United Kingdom Financial Divisions Full time

    Financial Administrator VacancySW London offices with hybrid working£30k - £35k basic salary plus benefits packageMy client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to...

  • Financial Planning Administrator Progressive

    2 weeks ago

    London, United Kingdom Financial Divisions Full time

    Are you a Financial Planning Administrator that feels undervalued or underpaid? Do you see a progression route through to Paraplanner and Adviser with your current firm? Financial Divisions are working with a City based Wealth Management firm that is seeking a Financial Planning Administrator to join their City based team. The firm have a strong track...

  • Financial Planning Administrator

    2 weeks ago

    London, United Kingdom Financial Divisions Full time

    As a Key Team Payer with the ability to multitask, your day will be based around the following tasks-- Providing dedicated administrative support to 2 Financial Advisors and their paraplanners - Processing new Business - Assist with development of the financial planning process - Liaising with providers and clients - Basic report writing - Demonstrating an...

  • Chartered Financial Planner

    3 days ago

    City Of London, United Kingdom Financial Planning Firm Full time

    Chartered Financial Planner – Boutique IFA with Equity Opportunity Location: London (Hybrid) Salary: £75k + Bonus + Equity Potential Type: Full-time | Permanent About the Firm Our client is a highly respected boutique independent financial advisory (IFA) firm, known for delivering bespoke, high-touch financial planning services to a select group of...

  • Employed Financial Adviser UK Wide

    2 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time £40,000 - £50,000 per year

    ARE YOU AN EXPERIENCED FINANCIAL PLANNER WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU LOOKING FOR AN ENVIRONMENT THAT CAN PROVIDE YOU WITH DEDICATED FIELD SUPPORT AND ACCESS TO HNW CLIENTS? If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking forRequirementsResponsibilities:Provide Financial Planning support to clients...

  • Financial Planning Administrator

    7 days ago

    West London, United Kingdom Asset Recruit Full time £25,000 - £40,000 per year

    Job Description We are currently recruiting for an enthusiastic Financial Planning Administrator for a Mayfair based Financial Planning firm.Our client is a well-respected financial planning company committed to the delivery of approachable, professional and informed advice to a select number of corporate and private clients.They currently have a great...

  • Financial Advisor

    3 days ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Quilter Financial Planning.Looking to connect with financial advisers across the UK to discuss existing opportunities within Quilter.APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICEIf you are an experienced Financial Advisor seeking a more supported role...

  • Financial Planning Administrator

    7 days ago

    London, United Kingdom Heat Recruitment Full time

    LocationLondon Salary £35000 - £38000 TypePermanent WorkplaceOn-Site Ref88657 Recruiter Managing This Role This is an exciting opportunity for an experienced Financial Planning Administrator to join a successful Advisory practice based out of their City of London office. Focusing on providing a high quality financial planning and investment management...