Wealth Planning Admin – Onboarding & Client Support

Company: Plannex Property Management Ltd
Apply for the Wealth Planning Admin – Onboarding & Client Support
Location: London
Job Description:

EQ in London near Monument is seeking an Administrator to join the Financial Planning Client Servicing Team. You will support financial planners and paraplanners through onboarding, data input, and responding to client and provider inquiries with accuracy and speed.

Ideal candidates have 2–5 years’ wealth management experience, strong communication, and meticulous attention to detail to ensure first-class service for clients.

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Posted: October 2nd, 2026