Client Support Administrator – Financial Planning

About the role

Join a multi‑award‑winning boutique wealth management firm in the City of London as a Client Support Administrator. You will work within a growing team, supporting financial planners and ensuring a seamless, high‑quality experience for high‑net‑worth clients.

Key responsibilities

• Support the financial planning and advice process to deliver an excellent client experience.
• Process new client documentation in line with internal procedures and data‑protection requirements.
• Create and maintain accurate client records in the CRM system.
• Liaise with product providers to obtain policy and investment information.
• Prepare client meeting packs and supporting documentation.
• Work closely with advisers and paraplanners to issue reports and new‑business applications.
• Maintain accurate records of client and provider communications.
• Ensure all activity complies with regulatory and compliance standards.

Required profile

• Previous experience in a Financial Planning or Wealth Management support role.
• Strong communication skills at all levels.
• Methodical approach with the ability to manage and prioritise multiple tasks.
• Team player who can also work independently.
• Client‑focused mindset with high attention to detail.
• IT literacy, including Microsoft Word and Excel.
• Desire to pursue or continue financial services qualifications (fully supported).

Required skills

• Microsoft Word
• Microsoft Excel

What we offer

• £32,000 – £38,000 basic salary.
• Quarterly bonus (approximately 15% of salary).
• Employee Shareholder Scheme.
• Comprehensive benefits package.
• 25 days holiday plus 3 additional days over Christmas.
• Hybrid working – three days per week in the office.
• Excellent long‑term career development opportunities.