Reed
Support a team of experienced Financial Planners working with high net worth clients, within a well structured and well resourced private wealth environment.
This is a strong opportunity for an experienced Financial Planning Administrator who enjoys working closely with advisers and playing a key role in delivering a high quality, efficient client experience.
You’ll be part of a professional support team where processes, systems and workflow are clearly defined, allowing you to focus on delivering excellent outcomes rather than firefighting.
You’ll support Partners working with high value client relationships, helping to manage the full client journey from pre meeting preparation through to new business completion and ongoing servicing.
About the firm
Our client is a well established national financial planning firm with a strong presence across the UK. They have built a reputation for delivering high quality advice to high net worth clients, supported by robust internal processes and a collaborative team structure.
The culture is professional, supportive and team led, with a clear focus on service excellence and long term client relationships. The business invests heavily in systems, training and development to ensure staff are equipped to deliver at a high standard.
What you’ll do
- Provide day to day administrative support to Financial Planners, acting as a key point of contact
- Prepare for client meetings, including gathering information and producing client packs
- Manage the end to end new business process, ensuring all documentation is complete and compliant
- Submit applications and liaise with providers through to completion, keeping all parties updated
- Maintain accurate client records and track workflow to ensure visibility across cases
- Work closely with paraplanners and advisers to ensure smooth delivery of client outcomes
- Build strong working relationships with advisers, clients and internal teams
- Ensure all work is carried out in line with FCA and internal compliance requirements
What you’ll need
- Experience working in a Financial Planning or IFA administrative role
- Good knowledge of pensions and investments
- Experience supporting advisers with high net worth clients
Benefits
- 25 days holiday, increasing annually up to 30 days
- Competitive salary plus bonus
- Pension contributions matched
- Life assurance
- Income protection
- Access to financial advice within the business
- Additional lifestyle benefits including discount portal and support schemes
If you’re interested, please click Apply now or reach out to Ross Altan at Reed.
Don’t worry if your CV isn’t up to date. Just send what you have and we can sort out the rest later.
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Teaching Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.