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Financial Services



Type of Position: Financial Planning Administrator - London
Pay: £30k - £35k

Financial Planning Administrator - London

Our client is looking a Financial Planning Administrator to join their expanding team of Chartered Financial Planners in London. They are a boutique wealth management firm based in one of London’s most diverse, creative, and vibrant areas. 

As a Financial Planning Administrator, you will support a team of three, working with an experienced financial planner, paraplanner and relationship manager, with exposure to family law, estate planning and trust corporation. Our client houses a friendly, supportive, and collaborative working environment with a fresh approach allowing them to offer clients more time and attention to ensure their financial plans match their aspirations.


  • Ensuring the back office is up to date
  • Pre-populating product and service application forms and adviser charging authorities
  • Preparation of reports, enclosures, and letters
  • Preparation of meeting packs
  • Banking administration
  • The production of management information reports


Financial Services: 3 years (preferred)


  • Casual dress
  • Company events
  • Company pension
  • Flexitime
  • Life insurance
  • Private medical insurance
  • Work from home


If you are interested in this position then please forward your CV to 

Apply for this job

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