About the role…:
Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career into Senior Administration or Paraplanning? Do you love working collaboratively and have found a passion for Wealth Management?
Our Wealth team in London are continuing to grow, and we’re currently seeking an experienced Financial Planning Administrator to join them on their journey.

In this role, you’ll be a key player supporting Paraplanners, Relationship Managers, and the wider team—making a real impact every day. Expect variety, challenge, and the chance to grow your career in a business that’s scaling fast.

• Managing and administering clients’ assets and implementing new advice
• Owning client data, keeping it accurate, up-to-date, and ready to deliver an exceptional service
• Communicating with clients regularly, including supporting meetings
• Leading the onboarding of new clients and servicing existing ones
• Preparing, coordinating, and following up on client meetings; owning the actions and driving outcomes
• Delivering outstanding internal support and an unforgettable client experienc

In addition to those core values, as a Financial Planning Assistant / Client Services Assistant, you will know this is an important role that sits in the heart of our team. To really pull it off you need to:

• A passion for financial planning with proven experience working in administration for a Financial Planning firm or a similar Financial Services industry
• Be working towards the Diploma in Regulated Financial Planning (desirable)
• Ability to listen and ask great questions
• Effective communication and able to build strong relationships that create trust, open dialogue and be able to give and accept feedback
• Client-Centric, always prioritising the needs and satisfaction of the client
• Ability to anticipate client needs and address them without being prompted
• Solution based outlook to come up with ways to progress and resolve client requests
• Work well with internal teams to meet client expectations and build strong internal bonds
• Quickly adjust to changes in client requirements or internal processe