Wealth Planning Administrator

Wealth Planning Administrator - City of LondonSalary: Up to £38,000 (plus quarterly bonuses)Location: City of LondonType: Full-time, permanentAn excellent opportunity has arisen for an experienced Wealth Planning Administrator to join a highly regarded and well-established financial planning firm based in the City of London. This is a key position within the business, supporting advisers and paraplanners to deliver a high-quality service to clients.Working as part of a close-knit and professional team, the successful candidate will take ownership of administrative processes across all aspects of financial planning, ensuring the smooth running of client accounts and adviser support functions.The RoleProvide comprehensive administrative support to Financial Advisers and Paraplanners.Prepare and process new business applications, valuations, and policy information.Liaise with product providers and clients to obtain and manage key documentation.Maintain accurate client records on internal systems and ensure all compliance requirements are met.Support advisers with meeting preparation, follow-up actions, and client communication.Assist with workflow management and contribute to the continuous improvement of administrative processes.About YouIdeally 2+ years'' experience in an IFA Administration role (1 years+ will be considered).Strong knowledge of financial planning processes, products, and platforms.Excellent organisational skills, with the ability to prioritise and manage ..... full job details .....