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Financial Planning Administrator

  • City of London, London
  • Permanent
  • £35,000 to £42,000

Job details.

Our client, a leading Wealth Management organisation is currently seeking a Client Administrator to join their London based Financial Planning team.

This role includes a hybrid working arrangement, allowing for three days of office-based work and two days of remote work per week.

Our client is a distinguished entity within the Investment Management & Financial Planning sector, boasting a great reputation throughout the UK. The organisation emerged from the merger of two notable firms and is now recognised as one of the leading Investment Management & Financial Planning firms in the nation, catering to the needs of UHNW clients.

The company is on the lookout for a seasoned and professional individual to fill the Client Administrator role within their Financial Planning division, offering support to their Financial Planners.

This position represents a prime opportunity to become part of one of the most prestigious Wealth Management organizations in the UK. The selected candidate will receive comprehensive support for further qualification attainment and enjoy an attractive benefits package. The company prides itself on its progressive outlook and offers ample opportunities for career advancement.

Key Responsibilities include:

Collaborating closely with Financial Planners and/or Investment Managers to ensure superior client outcomes.

Establishing and maintaining client relationships and ensuring regular communication.

Keeping back-office systems and client records up to date in accordance with company policies.

Procuring policy information from external policy providers as needed.

Coordinating with operational teams for support on various activities such as scripts, transfers, corporate actions, and static data changes, where necessary.

Preparing meeting packs and valuations when required.

The compensation package is up to £40,000, in addition to an annual bonus and an exceptional Benefits package.


  1. Financial Services
  2. Financial Planning

Benjamin Holmes

Founder & Key Account Manager

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