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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