Career Progression | HNW Client Exposure

Remote with once a week in London

An excellent opportunity has arisen for an experienced Financial Planning Administrator / Wealth Management Administrator / IFA Administrator to join a highly regarded Chartered Financial Planning firm specialising in Inheritance Tax planning and retirement planning for high-net-worth clients.

This role offers the chance to work within a specialist financial planning firm advising clients with estates typically between £2m and £10m, supporting advisers delivering sophisticated and bespoke planning strategies.

The role is hybrid based in London with significant remote working flexibility, making it ideal for someone looking for a Financial Planning Administrator or IFA Administrator role with flexible working.

The Role – Financial Planning Administrator

As a Financial Planning Administrator / Wealth Management Administrator, you will support advisers and planners to deliver a high standard of client service within a professional financial planning environment.

Key responsibilities include:

• Processing new business across pensions, investments and protection

• Managing applications and provider correspondence with financial providers

• Coordinating communication between clients, advisers and providers

• Preparing documentation for client meetings and annual reviews

• Supporting complex cases including Inheritance Tax planning and retirement planning

• Completing provider paperwork including trust documentation and applications

• Maintaining accurate client records and compliance documentation

• Chasing providers to ensure cases progress smoothly

• Managing workflow and ensuring tasks are completed within deadlines

• Supporting advisers delivering Chartered level financial planning advice

Because the firm provides bespoke financial planning solutions, this role offers exposure to complex client work and high-net-worth financial planning cases.

Experience Required

To be considered you should have previous experience as a:

• Financial Planning Administrator

• Wealth Management Administrator

• IFA Administrator

• Financial Services Administrator

Candidates should have:

• Previous experience within wealth management or financial planning

• Experience working with financial providers and new business applications

• Strong organisational and workflow management skills

• Excellent communication skills with clients and providers

• Experience supporting advisers within a financial planning environment

• High attention to detail and ability to manage multiple cases

Experience with financial planning software, analytics tools or cashflow modelling systems would be advantageous.

Career Development

This firm actively supports professional development and will provide support for industry qualifications including PFS or STEP for candidates wishing to progress within financial planning.

This role offers the opportunity to develop within a top-tier specialist financial planning firm working with high-net-worth clients and complex planning strategies.

Why Apply

• Hybrid role with significant remote working flexibility

• Opportunity to work with high-net-worth clients

• Exposure to Inheritance Tax and complex financial planning cases

• Join a specialist Chartered financial planning firm

• Support with PFS / STEP qualifications

• Excellent long-term career development

Apply

For a confidential discussion or to apply please contact: Laura McKendry Financial Divisions Recruitment