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Senior Financial Planning Administrator

  • City of London, London
  • Permanent
  • £35,000 to £45,000

Job details.

Our client is a leading Financial Planning Business, currently seeking to recruit for a Senior Financial Planning Administrator to join their team in London.

Our client is a thriving and client-focused financial planning firm dedicated to helping individuals and families achieve their financial goals. With multiple offices strategically located throughout the UK, they provide comprehensive financial planning services to a diverse range of clients.

Your Role:

  • As a Senior Financial Planning Administrator, you will play a pivotal role in our organization. Your responsibilities will include:
  • Client-Centric Support: Providing top-notch support to our financial advisors, ensuring clients receive a seamless and exceptional experience.
  • Administrative Excellence: Managing client files, preparing documentation, and maintaining accurate records to facilitate efficient financial planning processes.
  • Compliance: Ensuring that all regulatory and compliance requirements are met, giving clients peace of mind in their financial journey.
  • Team Collaboration: Working closely with our dynamic team of financial professionals to drive success and growth.

What We Offer:

  • Hybrid Work Environment: Enjoy the flexibility of working from our bustling London office while also having the opportunity to work remotely two days a week.
  • Competitive Salary: Your expertise and dedication will be rewarded with a competitive salary of up to £45,000, reflecting your value to our organization.
  • Career Growth: We are committed to fostering your professional growth and offer opportunities for career advancement within our organization.
  • Dynamic Work Culture: Join a team of like-minded professionals who are passionate about financial planning and dedicated to making a difference in our clients' lives.


  • To excel in this role, we're seeking candidates who possess the following qualifications:
  • Proven experience as a Financial Planning Administrator, ideally in a similar capacity.
  • A strong understanding of financial planning and investment processes.
  • Exceptional organizational skills and attention to detail.
  • Excellent communication and interpersonal abilities.
  • Knowledge of relevant compliance and regulatory standards.
  • A dedication to maintaining the highest ethical standards in all interactions.


  • To £45,000 base salary
  • Pension
  • DIS
  • PMI
  • Holiday
  • Annual Bonus
  • Flexibens scheme


  1. Financial Services
  2. Financial Planning

Benjamin Holmes

Founder & Key Account Manager

Contact Us

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