Full Study Support + Clear Career Progression


Our client is a well-established and highly respected financial planning firm in London, who is looking to welcome a Financial Planning Administrator into their team.


Their team takes a very client-centric approach to financial planning, focusing on understanding what matters most to clients and helping them feel confident about their future through clear planning and long-term advice.


With an exceptionally loyal client base and consistently strong feedback, this is a business that truly values long-term relationships and high service standards. This role plays a key part in making sure that experience stays consistent for every client.


The Role
You’ll sit at the heart of the client journey, supporting Financial Planners and acting as a trusted point of contact for clients.


Typical responsibilities as a Financial Planning Administrator include:
*Preparing client review packs and maintaining accurate CRM records
*Managing Letters of Authority and liaising with providers to gather information
*Processing new business across pensions, investments, and protection
*Ensuring client documentation is accurate and aligned with the financial plan
*Monitoring service standards and keeping client work on track
*Handling client and provider queries in a professional and friendly manner


You’ll be the person ensuring that agreed plans are implemented smoothly, on time and accurately.


About You
You’ll likely bring:
*2+ years’ experience as a Financial Planning Administrator
*Strong knowledge of provider platforms, Letters of Authority and new business processing
*Good understanding of pensions and investments (DC pension schemes and transfers would be beneficial, though not essential)
*Excellent organisational skills and the ability to prioritise your workload
*Confidence communicating with clients and providers
*A strong eye for detail


Why Apply?
*Join a high-quality financial planning firm with an outstanding client reputation
*Hybrid working after probation (3 days from home, 2 days in the office)
*A collaborative and supportive team environment
*Genuine opportunities to progress and increase your earnings


If you are a Financial Planning Administrator and enjoy being the person who keeps everything running smoothly behind the scenes, please send your CV to Harry at Financial Divisions.