Wealth Planning Administrator

Wealth Planning Administrator - City of London

Salary: Up to £38,000 (plus quarterly bonuses)

Location: City of London

Type: Full-time, permanent

An excellent opportunity has arisen for an experienced Wealth Planning Administrator to join a highly regarded and well-established financial planning firm based in the City of London. This is a key position within the business, supporting advisers and paraplanners to deliver a high-quality service to clients.

Working as part of a close-knit and professional team, the successful candidate will take ownership of administrative processes across all aspects of financial planning, ensuring the smooth running of client accounts and adviser support functions.

The Role

• Provide comprehensive administrative support to Financial Advisers and Paraplanners.
• Prepare and process new business applications, valuations, and policy information.
• Liaise with product providers and clients to obtain and manage key documentation.
• Maintain accurate client records on internal systems and ensure all compliance requirements are met.
• Support advisers with meeting preparation, follow-up actions, and client communication.
• Assist with workflow management and contribute to the continuous improvement of administrative processes.

About You

• Ideally 2+ years' experience in an IFA Administration role (1 years+ will be considered).
• Strong knowledge of financial planning processes, products, and platforms.
• Excellent organisational skills, with the ability to prioritise and manage multiple tasks effectively.
• High attention to detail and accuracy in data handling and documentation.
• Confident communication skills and a proactive, team-focused approach.
• Experience with back-office systems such as Intelligent Office (IO) would be advantageous.

The Offer

• Salary up to around £38,000, depending on experience and qualifications.
• Hybrid working, 3 days in office and 2 from home
• Supportive, professional working environment with long-term stability.
• Opportunity to work within a respected firm that values quality, integrity, and client service.

This is an ideal opportunity for an experienced IFA Administrator who enjoys working as part of a professional team and wants to play a key role in supporting high-quality financial advice delivery.