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Location: Central LondonSalary: £35,000-£40,000 (flexible for experienced candidates) + Bonus & Benefits
Are you a detail-oriented professional with a passion for financial planning and client service? This is your chance to join an award-winning Chartered financial planning practice working with high-net-worth clients and providing bespoke, comprehensive advice.
About the FirmThis highly respected financial planning firm specializes in managing portfolios for clients with funds under management ranging from £3M to £25M. They pride themselves on their collaborative team environment, high standards of client care, and intellectually stimulating work. With an in-house Investment Manager, they offer a truly bespoke service to their clients.
The RoleAs a Financial Planning Administrator, you will play a key role in supporting the firm's Senior Financial Planners and Paraplanners. Your responsibilities will include:
- Handling core administrative tasks to ensure smooth client service.
- Assisting with detailed and technically challenging cases.
- Engaging in some client-facing activities.
This role offers a fantastic opportunity to grow into more technical or client-focused positions, with clear pathways for professional development.
Who They’re Looking ForApplications are welcomed from individuals at varying levels of experience:
- Graduates with at least one year of relevant experience in financial services.
- Experienced Administrators with two or more years of relevant expertise.
- Professionals seeking to grow into roles such as Financial Adviser, Client Manager, or specialized Administrator.
Why Join?The firm is committed to creating a supportive and dynamic work environment. They offer:
- Hybrid Working: Split your week between office (3 days) and home (2 days).
- Wellness Policy: A "Zero Symptoms" policy ensures you can prioritize health and recovery by working from home when unwell.
What’s on Offer?
- Competitive salary: £35,000-£40,000 (flexible for experienced candidates).
- Performance-based bonus and a comprehensive benefits package.
- Ongoing professional development and progression opportunities.
If you’re looking for a role where you can make an impact while advancing your career in financial planning, this could be the perfect opportunity.
