Financial Planning Administrator – Boutique Wealth Management

About the role

This is a full‑time position within a respected boutique wealth management firm based in Epsom, Surrey. You will work directly with the Managing Director, supporting a portfolio of high‑net‑worth clients and gaining exposure to paraplanning and client relationship management.

Key responsibilities

• Manage end‑to‑end financial planning administration for approximately 120 clients.
• Process new business applications, onboarding, and maintain accurate client records.
• Prepare documentation for annual reviews, client meetings and suitability reports.
• Liaise daily with providers, platforms and clients to ensure smooth service delivery.
• Support basic paraplanning tasks, including cash‑flow modelling and client review work.
• Assist in maintaining back‑office systems and overall practice efficiency.

Required profile

• Minimum 2 years’ experience in financial planning or wealth‑management administration.
• Strong understanding of financial planning processes and client servicing.
• Excellent organisational and communication abilities.
• Self‑motivated, able to work independently and take ownership of tasks.
• Ambition to develop within financial planning, either through administration or paraplanning.

Required skills

• Experience with Intelligent Office (highly advantageous).
• Familiarity with Voyant cash‑flow modelling (beneficial but not essential).

What we offer

• Competitive salary between £30,000 and £40,000 per year, dependent on experience.
• Equity stake and comprehensive benefits package.
• Direct mentorship from the Managing Director.
• Clear pathway to paraplanning or senior administration roles.