Wealth Planning Administrator – City of London

About the role

We are seeking an experienced Wealth Planning Administrator to join a well‑established financial planning firm in the City of London. The role supports financial advisers and paraplanners, ensuring smooth client account management and high‑quality service delivery.

Key responsibilities

• Provide comprehensive administrative support to advisers and paraplanners.
• Prepare and process new business applications, valuations and policy documentation.
• Liaise with product providers and clients to obtain and manage key paperwork.
• Maintain accurate client records in internal systems and meet all compliance requirements.
• Assist with meeting preparation, follow‑up actions and client communications.
• Support workflow management and contribute to continuous improvement of administrative processes.

Required profile

• Minimum 2 years experience in an IFA administration role (1 year may be considered).
• Strong knowledge of financial planning processes, products and platforms.
• Excellent organisational ability with high attention to detail.
• Confident communicator with a proactive, team‑focused attitude.
• Experience with back‑office systems such as Intelligent Office is advantageous.

Required skills

• Intelligent Office (IO) back‑office system.

What we offer

• Salary up to £38,000 per annum, dependent on experience.
• Hybrid working model – three days in the office and two days remote.
• Supportive, professional environment with long‑term stability.
• Opportunity to work within a respected firm that values quality, integrity and client service.