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Financial Planning Administrator

  • Wimbledon
  • Permanent
  • to £35,000

Job details.

Our client, a leading Chartered and Accredited Independent Financial Planning Firm based in Wimbledon, are currently looking to recruit an experienced Administrator to join their growing team. The ideal candidate will have at least a year of experience in a Financial Services Admin position and will provide support to the firm's advisors.

Key Responsibilities:

Business Operations

  • Initiate correspondence and collect precise data.
  • Scrutinize information provided by service and product providers for accuracy and completeness.
  • Acquire illustrations and pre-fill application forms.
  • Verify the accuracy and completeness of new business paperwork.
  • Execute precise and efficient processing of all business applications.

Client Management

  • Prepare client documents and correspondence before and after meetings in accordance with established procedures.
  • Calculate, record, and reconcile fees.
  • Schedule and complete action items resulting from client meetings according to established procedures.


  • Prepare client review documents as outlined in the Annual Planning Meeting process.
  • Assist in the implementation of agreed-upon action items.

Salary and Benefits:

  • Salary up to £35,000
  • Support with qualifications
  • Group Personal Pension Plan
  • Death in Service
  • Sick Pay Insurance
  • 25 days annua leave and extra at Christmas
  • Birthday Bonus Day

This is a firm that really care about their employees, their offices are lovely, and they offer a flexible working policy. This role would be perfect for someone wishing to develop and gain qualifications while learning at a highly reputable IFA, or even for someone more experienced who values exposure to high quality client work. 70% of this job will be processing new business, so experience in that is also valued.

If this opportunity is of interest, please do not hesitate to apply.


  1. Financial Services
  2. Financial Planning

Joseph Gorman

Managing Consultant

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