Financial Planning Administrator

Private Client & Technical Administrator - Elevate Your Career in Wealth Management

Are you an experienced IFA Administrator looking to take the next step in your career? Do you thrive in a fast-paced, client-focused environment where attention to detail and technical expertise are valued? This is an exciting opportunity to join a highly successful wealth management team and develop your career towards paraplanning with full support and training.

Salary: Up to £35,000 + Full Benefits & Discretionary Bonus; hybrid working 2/3 days in the office

Your Role:

1. Client Servicing & Meeting Prep: Assist in delivering an outstanding holistic financial planning service.
2. Technical Administration: Submit new business, process trades, and assist with portfolio rebalancing.
3. Compliance & Documentation: Maintain accurate client records, ensuring FCA and GDPR compliance.
4. Workflow Management: Take ownership of key administrative processes and deadlines.

What we are looking for:

1. Experience working in the independent wealth management sector.
2. Strong working knowledge of Intelligent Office (iO) and financial platforms.
3. Excellent communication and IT skills (Microsoft Office, Excel).
4. A proactive, organised approach with a passion for exceptional client service.

The Culture:

Join a forward-thinking firm that values integrity, trust, and professional excellence. With a strong emphasis on diversity, equal opportunities, and employee development, this is the perfect place to grow your career in wealth management.

Ready to take your next step? Apply now and be part of a firm that invests in your success!