Client Administrator - Financial Planning
New Today
Client Administrator – Financial Planning | London (Hybrid) | Up to £40,000 Bonus & Exceptional Benefits
Are you an experienced administrator looking to further your career in financial planning within one of the UK’s most prestigious wealth management firms?
We’re working with a highly respected national Investment Management and Financial Planning organisation to find a Client Administrator to support their London-based team. This is an exciting opportunity to join a forward-thinking business known for its high standards, outstanding training, and progression opportunities.
What you’ll be doing:
You’ll be a key member of the Financial Planning team, working closely with Financial Planners to ensure a smooth and professional client experience. Your duties will include:
Supporting Financial Planners with all administrative tasks related to client service
Building strong relationships with clients and maintaining regular contact
Preparing meeting packs, valuations, and policy documentation
Maintaining accurate client records on internal systems
Liaising with internal operational teams and third-party providers
Supporting with new business processes and anti-money laundering documentation
Promoting and assisting clients with digital tools and portals
What we’re looking for:
At least a year...
- Location:
- London
- Salary:
- £32,000 - £40,000 per annum
- Category:
- Accounting & Finance