Financial Planning Administrator - Financial Planning - London Client and Adviser Support · London ·

Atomos Investments Limited; London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A Financial Services Firm in London is seeking a Financial Planning Administrator with 2-5 years of experience. You will provide essential support to clients and Financial Planners, ensuring exceptional service at every touchpoint. The role offers growth opportunities and requires strong Excel skills, excellent communication, and a client-focused attitude. Benefits include a competitive pension scheme, holiday, private medical insurance, and a work-from-anywhere policy.

Benefits

Competitive Pension Scheme

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Qualifications

• 2-5 years of experience as a Financial Planning administrator.
• Knowledge of financial products: pensions, investments, and protection.
• Enjoy delighting clients with great outcomes.

Responsibilities

• Liaise with third-party providers and navigate provider platforms.
• Process new business applications.
• Coordinate Financial Planner’s diaries and arrange client meetings.
• Prepare documentation for client appointments.
• Respond to email inquiries and liaise directly with clients.

Skills

Tech-savvy with intermediate Excel skills

Good communication skills

Organized

Comfortable with numbers

Job description

Career

You have 2-5 years of experience as a Financial Planning administrator with excellent knowledge of Financial Planning products and processes. You are looking to provide one-on-one support to a Financial Planner and their clients. You want to be part of a busy team that loves delivering a great client experience.

This is a fantastic opportunity for someone seeking to pursue a career in Financial Planning in our fast-paced and friendly London Head Office.

About the role
You are essential to every step of the client journey, from diary management and administrative support to client relationship building and case management. As the first point of contact for clients, you will become an expert on our products and providers. Your role is not just support; it’s about building trust and delivering exceptional service at every touchpoint.

Accountabilities

• Liaise with third-party providers and navigate provider platforms.
• Process new business applications.
• Coordinate Financial Planner’s diaries and arrange client meetings.
• Prepare documentation for client appointments and meetings, e.g., annual review meeting packs.
• Respond to email inquiries and liaise directly with clients.
• Ensure all data entry is completed accurately and within specified timelines.

Skills and Experience

• Tech-savvy with intermediate Excel skills—VLOOKUPs and pivot tables.
• At least 2 years of experience in a Financial Planning administrator role.
• Knowledge of financial products: pensions, investments, and protection.
• Good communication skills. Comfortable with numbers and highly organized.
• Enjoy delighting clients with great outcomes.
• Want to be part of a team that appreciates you—we recognize you as a person.

Benefits

• Competitive Pension Scheme — we contribute 6%, you contribute 3%
• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, keeping work interesting and providing opportunities for development and growth.