Financial Planning Administrator

We are working with the Wealth Planning arm of a top 20 accountancy practice, providing fully independent, holistic financial advice to an established portfolio of high-net-worth private clients.

The business is on a significant growth trajectory, with plans to expand its Wealth Planning team substantially over the coming years. As a result, they are now seeking a Client Services Executive to provide all-round support to two Wealth Planners managing a high-quality client book.

This role would suit either a career administrator or someone looking to develop further. The hiring manager has indicated an ideal initial tenure of 12-18 months, after which there is clear scope to progress into a Paraplanner role with client contact, and long-term development through to adviser level.

Key Responsibilities

• End-to-end processing of new business and ongoing client servicing
• Preparing for adviser and client meetings, including valuations, illustrations and meeting packs
• Acting as a point of contact for clients and liaising with advisers on their behalf
• Maintaining accurate client records and electronic filing systems
• Supporting adviser fee, charge and commission queries
• Ensuring all activity is completed in line with FCA regulations and internal compliance procedures

(Full job specification available upon request)

Moore Kingston Smith - Client S

Candidate Profile

• Experience in a financial services administration role, ideally within IFA or Wealth Management
• Strong communication skills and high attention to detail
• Well organised with the ability to manage multiple tasks and deadlines
• Comfortable working both independently and as part of a team
• IT literate, including Microsoft Word and Excel
• Interest in career development within financial planning

Package & Benefits

• £30,000 - £36,000 base salary
• Bonus
• Bi-Annual salary reviews
• 28 days holiday
• Hybrid working (3 days office / 2 home, with some flexibility)
• Private medical insurance and comprehensive wellbeing benefits
• Strong long-term career development and exam support

A first-class opportunity for an ambitious individual to join a growing business with a clear pathway for long-term career progression.