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Financial Planning Administrator

Fram Search
Posted 2 days ago, valid for 7 days
Location

London, Greater London EC2V 7WS, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are recruiting for an experienced Financial Administrator for a well-established financial planning firm in London.
  • The salary for this position is up to £39K and requires a background in financial planning administration, ideally within an IFA or wealth management setting.
  • This hybrid role involves handling administrative tasks, processing new business applications, maintaining client records, and assisting with compliance.
  • Candidates should possess strong organisational skills, attention to detail, and familiarity with financial products and regulatory requirements.
  • The firm values teamwork and is looking for someone who sees administration as a career rather than a stepping stone, with a preference for candidates who can start within a month.
  • Salary to £39K
  • Hybrid working
  • Well-established financial planning firm
We are recruiting for an experienced Financial Administrator on behalf of a well-established financial planning firm in London. This role is ideal for someone who sees administration as a career rather than a stepping stone, bringing strong financial planning experience to support a team of financial advisers. The role is hybrid.  The role involves handling the administrative requirements of the firm, ensuring the smooth processing of new business applications, maintaining accurate client records, liaising with providers, and assisting with compliance tasks. A high level of organisation and attention to detail is essential, as is familiarity with financial products, platforms, and regulatory requirements.  This position sits within a friendly and professional environment where teamwork is valued. The firm is looking for someone who enjoys working in a structured administrative role, providing essential support to financial planners while maintaining a strong focus on accuracy and efficiency.  Applicants must have a background in financial planning administration, ideally within an IFA or wealth management setting.  We are particularly keen to hear from individuals available to start within a month, though we welcome applications from all qualified candidates.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.