£30,000 – £45,000 Basic Salary (Depending on Experience)

Boutique Wealth Management Firm | Close-Knit Team | Hybrid Working | High-Responsibility Support Role

An excellent opportunity has arisen for a Financial Planning Administrator / Client Support Associate to join a boutique and highly personalised wealth management firm based in Central London.

Founded in 2013, the business has built a strong reputation for delivering high-quality, client-focused financial planning advice within a close-knit and collaborative team environment. The firm is led by an experienced Director and consists of a small team including another Adviser, an Office Manager and an Administrator.

This is a fantastic opportunity for an experienced financial services professional who enjoys taking ownership, working closely with advisers, and providing high-quality administrative and client support across the full financial planning process.

The firm is particularly interested in individuals with experience in a structured, high-volume financial planning environment who are confident handling a wide range of administrative and client servicing responsibilities.

The Opportunity

This is a varied and hands-on support role where you will work closely with advisers and the wider team to ensure the smooth delivery of financial planning services to clients.

You will be given significant responsibility from day one, with the opportunity to manage tasks independently, take ownership of processes and proactively support the delivery of client advice.

Your responsibilities will include:

• Managing incoming client queries and requests in a timely and professional manner

• Supporting the preparation of client meetings, including documentation and pre-meeting information

• Updating and maintaining accurate client records within Salesforce

• Producing suitability letters and supporting documentation

• Providing end-to-end financial planning administration support

• Liaising with providers and third parties to progress client cases

• Monitoring and tracking outstanding tasks to ensure smooth case progression

• Taking ownership of workloads and proactively resolving issues where possible

• Supporting advisers with general day-to-day client servicing requirements

• Ensuring all client records and systems are kept accurate and up to date

Requirements

• Previous experience within a financial planning, wealth management or IFA environment

• Strong understanding of financial services administration processes

• Experience working in a structured, client-focused environment

• Confident using CRM systems (Salesforce experience advantageous)

• Strong organisational skills and ability to manage multiple tasks

• High attention to detail and accuracy

• Strong communication skills, both written and verbal

• Proactive, self-motivated and able to take ownership of work

• Ability to work effectively as part of a small, close-knit team

What's on Offer

• Salary £30,000 – £45,000 depending on experience

• Hybrid working arrangement (typically 3–4 days in the office with flexibility)

• Central London office location near Covent Garden

• Close-knit and supportive team environment

• Broad exposure across the full financial planning process

• Genuine opportunity to take ownership and add value from day one

• Flexible and pragmatic working culture focused on finding the right person rather than rigid structure

• Long-term stability within an established boutique wealth management firm

Why This Opportunity Stands Out

This is a rare opportunity to join a small, established wealth management business where your contribution will be highly visible and genuinely valued.

You will be working directly with experienced advisers in a collaborative environment that encourages initiative, responsibility and professional development, making this an excellent role for someone looking to step into a more involved and trusted client support position.

To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.