Full job descriptionIFA/Wealth Planning Administrator | Transferable experience from other areas of Administration or financial services welcome | Up to £38,000 + 12% Bonus - DOE
London, City (near Cannon Street) | 2 days hybrid after probation
Looking to build a career in Wealth Planning?
*Do you already have experience within financial services and want to move into a financial planning/ IFA environment?
*Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning.
*Do you thrive in a busy, social environment, that offers opportunity to work effectively alone and as part of a thriving team.
This is a fantastic opportunity to join a highly respected, Chartered financial planning firm that offers outstanding training, mentoring and clear progression pathways, as well as a fantastic social, family feel atmosphere.
About the Company
This is a well-established, award winning, forward-thinking financial planning business - providing holistic advice across pensions, investments, mortgages, protection and estate planning.
They are a growing team of around 100 people, known for their supportive, social culture, excellent staff retention and robust processes and management.
We’ve placed multiple candidates into this business over the years, and they are still there today, progressing, thriving and feeling genuinely supported. That consistency speaks volumes about how the firm looks after its team.
The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning.
The Role
You’ll join the Client Service Team, playing a key role in supporting advisers and delivering high-quality service to clients.
This is a varied and structured position where you’ll be involved in the full client journey, not just administrative tasks. You’ll be trusted to manage your own workflow while working closely with colleagues across the business.
*Producing portfolio reports and pre-meeting documentation
*Reviewing and correcting client cash accounts
*Submitting and implementing new business
*Supporting advisers and paraplanners with client administration
*Maintaining accurate client records using systems such as Intelliflo and Concert Hub
*Managing your own workload to meet service level expectations
*Escalating any issues that may impact delivery to your Team Leader
*Collaborating with colleagues across the business to ensure a seamless client experience
*Supporting wider business activities where required
What They’re Looking For
*Experience within financial services (wealth, pensions, providers, mortgages, accountancy or similar)is desirable
*A genuine interest in moving into wealth planning
*Strong organisation and attention to detail
*A proactive and team-focused approach
*Ability to manage your own workload
*Ideally studying towards the Diploma in Financial Planning, or keen to start
Salary & Benefits
*£34,000 – £38,000 salary depending on experience
*Discretionary bonus up to 12% per annum (subject to KPIs)
*32 days annual leave including bank holidays
*Option to buy and sell holiday
*10 days paid sick leave per year (subject to terms)
*2 emergency days per year
*Hybrid working, 2 days from home after probation
*Flexible hours scheme
*Company pension with employer matching up to 5%
*Private medical insurance
*Income protection insurance
*Death in service life assurance
*Rail season ticket loan
*Vivup employee benefits platform
*Green Commute Initiative
*Regular team incentives and social events
Progression
This is a business that genuinely invests in its people.
There are clear progression routes within the Client Services team, as well as opportunities to move into paraplanning and beyond over time.
After an initial couple of years in this role - they have various career development pathways you can look at.
You’ll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning.
If you’re looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.