About the Role
An exciting opportunity for an experienced financial services professional to join a growing, fast-paced wealth management environment in a high-impact support role.
This is not a traditional administrative position — instead, it offers a hands-on, client-facing role where you’ll work closely with Financial Planners, supporting the end-to-end client journey while building strong relationships internally and externally.
You’ll play a key role in delivering a high-quality client experience, operating within a collaborative pod structure and contributing to a dynamic and evolving team. The Opportunity
You’ll take ownership of financial planning administration within a busy and fast-moving environment, supporting multiple Financial Planners and working closely with Paraplanners as part of a structured team.
This role is ideal for someone who thrives on organisation, attention to detail and client interaction, and who enjoys being an integral part of the planning process rather than purely back-office focused.
With multiple hires planned, this is a great time to join a growing team where you can make an immediate impact and help shape the support function.
Key Responsibilities
- Provide full administrative support to Financial Planners
- Prepare client packs, valuations and meeting documentation
- Submit new business and gather provider information
- Manage letters of authority and client documentation
- Liaise with providers and internal stakeholders
- Maintain regular, professional client communication (non-advisory)
- Support planners within a pod-based structure
- Maintain accurate records across back-office systems
- Work to KPIs and service level expectations
About You
- Previous experience within financial planning or wealth management
- Strong understanding of products such as ISAs, pensions, GIAs and bonds
- Highly organised with strong attention to detail
- Comfortable working in a fast-paced, deadline-driven environment
- Strong communication skills, both written and verbal
- Able to manage multiple priorities and work both independently and collaboratively
- Confident engaging with clients and internal stakeholders
- Experience with back-office systems or platforms (transferable experience considered)
What’s on Offer
- Competitive salary aligned to experience
- Hybrid working model (office-based initially, then flexibility post-probation)
- Exposure to a growing and evolving financial planning environment
- Clear progression pathways within the business
- Full support with professional qualifications (CII)
- Opportunity to take on more responsibility compared to similar roles in the market
- Supportive, collaborative team environment
Why This Role?
This is a fantastic opportunity for someone who wants to:
- Step into a more involved, client-facing financial planning support role
- Work closely with Financial Planners and be part of the full client journey
- Join a growing team with multiple hires and strong career progression
- Develop professionally with support towards industry qualifications
- Be part of a collaborative, high-performing environment where you can make a real impact