Financial Planning Administrator
other jobs Blakemore Recruitment
Added before 3 Days
- England,London,City of London
- Full Time, Permanent
- £30,000 - £35,000 per annum
Job Description:
IFA Administrator
Salary: £30,000-£35,000+
Location: Mill Hill
Are you an organised, detail-focused professional with experience in financial planning or wealth management? A highly reputable advisory firm is seeking a motivated Client Support professional to join their growing team.
This is a fantastic opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about delivering a world-class client experience.
What You’ll Be Doing
You’ll play a key role in supporting Advisors, Planners, and the wider investment team by ensuring seamless administration and exceptional client service. Your responsibilities will include:
*Managing new business processing, including application preparation, tracking and liaising with third parties
*Supporting the client review and sales process, including research, valuations and meeting preparation
*Maintaining accurate client records across internal systems
*Coordinating protection quotes and ensuring clients are placed on risk
*Handling fee statements, investigating discrepancies and supporting compliance returns
*Assisting with investment queries and liaising directly with internal and external stakeholders
*General office support including scheduling, document preparation, scanning and client hospitality
You’ll also contribute to improving processes, templates and office efficiency.
About You
The ideal candidate will have:
*At least 2 years’ experience in a similar role with 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
*Good IT skills across Microsoft Office and ideally systems such as Curo or Voyant
*A proactive, can-do attitude with strong attention to detail
Why Apply?
*Join a friendly, supportive, and professional team
*Clear development and progression opportunities
*Support for relevant qualifications
Salary: £30,000-£35,000+
Location: Mill Hill
Are you an organised, detail-focused professional with experience in financial planning or wealth management? A highly reputable advisory firm is seeking a motivated Client Support professional to join their growing team.
This is a fantastic opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about delivering a world-class client experience.
What You’ll Be Doing
You’ll play a key role in supporting Advisors, Planners, and the wider investment team by ensuring seamless administration and exceptional client service. Your responsibilities will include:
*Managing new business processing, including application preparation, tracking and liaising with third parties
*Supporting the client review and sales process, including research, valuations and meeting preparation
*Maintaining accurate client records across internal systems
*Coordinating protection quotes and ensuring clients are placed on risk
*Handling fee statements, investigating discrepancies and supporting compliance returns
*Assisting with investment queries and liaising directly with internal and external stakeholders
*General office support including scheduling, document preparation, scanning and client hospitality
You’ll also contribute to improving processes, templates and office efficiency.
About You
The ideal candidate will have:
*At least 2 years’ experience in a similar role with 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
*Good IT skills across Microsoft Office and ideally systems such as Curo or Voyant
*A proactive, can-do attitude with strong attention to detail
Why Apply?
*Join a friendly, supportive, and professional team
*Clear development and progression opportunities
*Support for relevant qualifications
Job number 3448892
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Company Details:
Blakemore Recruitment
Company size: 5–9 employees
Industry: Financial Services
The founding Partners of Blakemore Recruitment have an extensive background specifically within Financial Services Recruitment and have worked both in...