Job Description
Financial Planning Support Administrator (Perfect for an ambitious finance or economics graduate looking to deepen their experience in wealth management)\n \n About the role: You'll be working at the heart of our financial planning team, helping to turn data, analysis, and client goals into actionable investment strategies. This is a hands-on role where you'll gain exposure to client portfolios, investment platforms, compliance processes, and the day-to-day running of a busy wealth management practice.\n \n This role is ideal for someone with a grounding in finance or economics, perhaps in their first role in the sector, who's ready to step up, work closely with experienced Financial Planners, and start shaping their career towards paraplanning, compliance, or advisory work.\n \n What you'll do\n \n Client and Portfolio Support \nCoordinate new client onboarding, including AML checks and account setup. \nLiaise with clients and providers to obtain investment valuations and policy details.
\nManage portfolio data and ensure all information is accurate and up to date. \nPrepare review packs for annual client meetings, giving you insight into real-world portfolio performance and strategy. \n Data, Systems & Reporting \nMaintain our financial planning software (Intelliflo) and ensure client records are always accurate.
\nWork with investment platforms such as Transact, Fidelity, and Ele...