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Wealth Planning Administrator - 12 Month FTC

  • Permanent
  • £46,000

Job details.

The Wealth Planning arm of one of the UK’s largest Wealth Managers is current seeking to recruit a highly experienced Wealth Planning Administrator on an initial 12 months FTC although there is a strong chance that this role will become permeant. This role is ideal for individuals who thrive in a fast-paced environment and are dedicated to delivering exceptional client service. Knowledge of X-Plan or IO software is essential

Key Responsibilities:

  • Collaborate closely with Wealth Planners to facilitate seamless case submissions to the paraplanning team.
  • Manage finance-related queries, including invoices, billing, and commissions, with meticulous attention to detail.
  • Prepare accurate Service Agreements to uphold our commitment to excellence in service delivery.
  • Coordinate central services such as paraplanning and valuations to optimize client workflow and satisfaction.
  • Handle client onboarding paperwork in accordance with Anti-Money Laundering (AML) procedures and regulatory guidelines.
  • Schedule client meetings, prepare meeting packs, and efficiently manage planners' diaries to ensure smooth operations.
  • Serve as the primary point of contact for clients, addressing inquiries promptly and escalating complex issues as necessary.
  • Maintain accurate client records in designated systems to ensure compliance and data integrity.

Additional Responsibilities:

  • Participate in relevant training and Continuous Professional Development (CPD) opportunities to enhance skills and knowledge.
  • Contribute innovative ideas to improve operational efficiency and share best practices with colleagues.
  • Fulfill any additional duties as directed by management to support the team's objectives.


  • Comprehensive understanding of the Financial Planning process.
  • Proficiency in MS Office (Word, Excel) with experience in XPlan, IO and Voyant preferred.
  • Familiarity with Regulatory and Compliance requirements.
  • Exceptional customer service, interpersonal, and communication skills.
  • Strong attention to detail and numerical proficiency.
  • Effective organizational and prioritization abilities.

Company Values:

  • Approachable: Fostering open communication with clients and colleagues.
  • Accountable: Taking ownership of tasks and delivering results with enthusiasm.
  • Aligned: Embracing our brand values to achieve optimal outcomes.
  • Ambitious: Proactively pursuing growth opportunities and pushing boundaries.

If have an extensive background working within a financial planning support environment and a dedication to providing unparalleled client service, we invite you to apply for this exciting opportunity.

Please note that our client offers a hybrid working model of 3 days in the office and 2 from home upon completion of probation.


  1. Financial Services
  2. Financial Planning

Michael Groves

Founder & Key Account Manager

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