Financial Planning Administrator – Client Support

About the role

We are looking for an organised, detail‑focused Financial Planning Administrator to provide client support for a reputable advisory firm. You will work closely with advisors, planners and the investment team, delivering seamless administration and a world‑class client experience.

Key responsibilities

• Process new business applications, track progress and liaise with third parties.
• Support client reviews and sales processes, including research, valuations and meeting preparation.
• Maintain accurate client records across internal systems.
• Coordinate protection quotes and ensure clients are placed on risk.
• Handle fee statements, investigate discrepancies and support compliance returns.
• Assist with investment queries and liaise with internal and external stakeholders.
• Provide general office support such as scheduling, document preparation, scanning and client hospitality.
• Contribute to improving processes, templates and office efficiency.

Required profile

• Minimum 2 years’ experience in a similar role within an IFA, investment manager, platform or professional services environment.
• Strong knowledge of investments, pensions and life assurance.
• Excellent organisational skills with a structured, accurate and thorough working style.
• Ability to multitask and perform well under pressure.
• Strong communication skills with clients, colleagues and third parties.
• Proactive, can‑do attitude with strong attention to detail.
• Working toward the CII Level 4 Diploma in Regulated Financial Planning is a plus.

Required skills

• Microsoft Office
• Curo (or similar financial planning system)
• Voyant (or similar investment platform)

What we offer

• Friendly, supportive and professional team environment.
• Hybrid working after probation (3 days office, 2 days remote).
• Clear development and progression opportunities.
• Support for relevant professional qualifications.