The Opportunity Are you a Financial Planning Administrator with a passion for client service, structure, and slick processes? Ready to take the next step in your career—towards Senior Admin or even Paraplanning? This fast-growing Wealth Management firm in London is looking for someone just like you. Join a vibrant, purpose-led business that’s flipping the traditional model of financial planning on its head. No product-pushing—just real, human-focused financial advice. What You’ll Be Doing: Supporting Relationship Managers and Paraplanners with end-to-end client admin Managing and administering complex client portfolios Ensuring all client information is accurate, up-to-date, and securely recorded Supporting client meetings—prep, follow-up, and coordination Implementing and improving internal processes (we want your ideas!) Delivering a best-in-class client experience every time What You Bring: Experience in a Financial Planning admin role Ideally studying toward your Level 4 Diploma Strong organisational skills and attention to detail Excellent communicator and team collaborator A genuine passion for helping clients and solving problems A sense of humour and a willingness to roll up your sleeves What You’ll Get: Flexible hybrid working (you won’t be chained to a desk) Career progression into Senior Admin or Paraplanning Enhanced holidays + your birthday off Bupa medical, life insurance & company pension No stuffy dress code—just “wear something” A social, fun-loving team and a culture that supports
you Sound like your kind of workplace? Apply now or reach out for a confidential chat.
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