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Financial Planning Administrator

  • Surrey
  • Permanent
  • £40,000

Job details.

An esteemed wealth management firm boasting more than four decades of expertise is presently in search of a Financial Planning Administrator specializing in report writing. With a dedicated focus on guiding individuals through personal and business financial matters, this firm customizes solutions to address each client's specific requirements.

If you have experience in report writing and are looking for an opportunity to enhance your skills and knowledge, this could be the perfect role for you.


  • Cultivate and maintain robust relationships with Wealth Planners and their clientele.
  • Prepare correspondence and reports.
  • Collaborate closely with your Administration team, Para-Planning, and other internal departments to ensure streamlined and high-quality administration, resulting in exceptional client outcomes.
  • Aid Wealth Planners in organizing and managing their client portfolios according to segmentation and service propositions, contributing to a structured approach to team workload.
  • Assist in managing Wealth Planner schedules, engaging with all key stakeholders internally and externally to enhance efficiency and client service.
  • Ensure timely and appropriate client reviews in accordance with documented service levels and regulatory standards. Assist in scheduling reviews and preparing for meetings in a structured manner.
  • Maintain comprehensive and accurate client files pre- and post-meetings, ensuring all relevant information and paperwork are included.
  • Handle post-meeting administrative tasks, including processing Letters of Authority and submitting business to various platforms and providers promptly and accurately.
  • Reconcile initial, ongoing, and client-paid fees monthly, liaising with Wealth Planners and Finance teams to ensure timely payment.
  • Support Wealth Planners in identifying and nurturing new business opportunities, conducting client research, and onboarding prospective clients.
  • Assist Wealth Planners in exploring referrals and professional connections.
  • Maintain a fundamental level of industry knowledge.

Skills & Experience:

The ideal candidate will possess:

  • Demonstrated responsibility, accountability, proactiveness, and intuition in their role.
  • Strong attention to detail and a sense of pride in their work.
  • Excellent communication skills: written, verbal, and listening.
  • Experience in report writing

Their offer:

  • The firm offers a competitive salary of up to £40,000 plus benefits
  • Hybrid working model

This role offers a great opportunity to gain valuable experience working alongside experienced Financial Planners. If you are interested, please do not hesitate to apply immediately.


  1. Financial Services

Joseph Gorman

Managing Consultant

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