Financial Planning Client Administrator

Overview

In this Client Administrator role, you’ll provide comprehensive admin support to Financial Planners and nurture client relationships to deliver a smooth, professional experience. You’ll help maintain records, prepare materials, and coordinate with operations to ensure accurate service delivery. The position sits in the London Financial Planning team with hybrid working after an initial in-office probation. You’ll grow through structured training and collaboration with experienced advisers, contributing to a high‑quality client journey.

Pay / Benefits

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model
• Generous holiday package (with option to purchase additional holiday)

Responsibilities

• Support aligned Financial Planners to deliver excellent client outcomes
• Build and maintain relationships with clients with regular contact
• Coordinate with operational teams on activities (scripts, transfers, corporate actions, static data changes)
• Prepare meeting packs and valuations as required
• Maintain back-office systems and client records per company policies

Key requirements

• Proven experience in Financial Planning / Wealth Management
• Experience in a client support / financial planner support role
• Strong knowledge of financial products (ISAs, SIPPs, Pensions, Investments, Bonds)
• Willingness to learn and develop in financial services
• Strong client service ethic
• Strong verbal and written communication skills
• Excellent workload planning and organisational ability

• client service orientation
• relationship building
• clear communication
• organisational skills
• knowledge of financial products (ISAs, SIPPs, Pensions, Investments, Bonds)
• back-office system maintenance

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