Wealth Planning Administrator (Hybrid)

About the role

Our client, a leading wealth planning firm in the UK, is seeking a Wealth Planning Administrator to join their London office. Working on a hybrid schedule, you will support four Financial Planners, handling client onboarding, documentation, and day‑to‑day administrative tasks.

Key responsibilities

• Respond to client, internal and third‑party queries promptly.
• Manage client onboarding and off‑boarding, including account opening and valuation requests.
• Maintain accurate records and upload information to the Intelligent Office system.
• Prepare review packs, pre‑meeting materials and organise client meetings for advisers.
• Support ad‑hoc business projects and own adviser‑related administrative activities.

Required profile

• Minimum 5 years experience in an administrative, client services or IFA support role within a wealth or financial advisory business.
• Strong understanding of financial advisory governance, processes and compliance requirements.
• Effective communicator with a service‑oriented mindset.
• Demonstrable technical ability and attention to detail.

Required skills

What we offer

• Hybrid working – 2 days remote, 3 days in the office.
• Salary range £36,000 – £40,000 per year.
• Potential progression to a paraplanning role.
• Comprehensive benefits package.