Financial Planning Administrator

Client Support – Financial Planning | £36,000 | Hybrid Working Salary: £36,000-£38,000 Role: Client Support (IFA / Wealth Management) Location: London Working Pattern: Office-based during probation, then hybrid (3 days office / 2 days WFH) Are you an organised, detail-focused professional with experience in financial planning or wealth management? A highly reputable advisory firm is seeking a motivated Client Support professional to join their growing team. This is a fantastic opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about delivering a world-class client experience. What You’ll Be Doing You’ll play a key role in supporting Advisors, Planners, and the wider investment team by ensuring seamless administration and exceptional client service. Your responsibilities will include: • Managing new business processing, including application preparation, tracking and liaising with third parties • Supporting the client review and sales process, including research, valuations and meeting preparation • Maintaining accurate client records across internal systems • Coordinating protection quotes and ensuring clients are placed on risk • Handling fee statements, investigating discrepancies and supporting compliance returns • Assisting with investment queries and liaising directly with internal and external stakeholders • General office support including scheduling, document preparation, scanning and client hospitality You’ll also contribute to improving processes, templates and office efficiency. About You The ideal candidate will have: • At least 2 years’ experience in a similar role with an IFA, investment manager, platform or professional services environment • Strong knowledge of investments, pensions and life assurance • Excellent organisational skills with a structured, accurate and thorough working style • Ability to multitask and perform well under pressure • Strong communication skills with clients, colleagues and third parties • Good IT skills across Microsoft Office and ideally systems such as Curo or Voyant • A proactive, can-do attitude with strong attention to detail Working toward the CII Level 4 Diploma in Regulated Financial Planning is a plus but not essential. Why Apply? • Join a friendly, supportive, and professional team • Hybrid working after probation • Clear development and progression opportunities • Support for relevant qualifications