Financial Planning Administrator| Wealth Management | London

Salary: £35k + excellent benefits and career progression

Are you an experienced Financial Planning Administrator or Client Account Manager looking to join a highly respected Chartered wealth management firm in London?

I'm working with an award-winning financial planning business that believes financial planning is a profession, not just an industry. Their focus is on delivering outstanding client outcomes through a combination of first-class advice, technology and exceptional service.

What they're looking for: 18 months+ experience within financial planning/wealth management

Strong knowledge of pensions, investments and protection products

Experience supporting advisers, new business and ongoing client reviews

Exceptional client relationship and organisational skills

A proactive approach and genuine passion for delivering outstanding client service

Why consider this role? Join a growing, highly regarded Chartered firm

Work with a collaborative and ambitious team

Build meaningful relationships with clients and advisers

Play a key role in delivering an exceptional client experience

Excellent career development opportunities

This is a fantastic opportunity for someone who enjoys being at the heart of the client journey and wants to be part of a forward-thinking financial planning business.

Get in touch for a confidential conversation.

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