Job Description

Graduate Financial Planning Administrator

Application Deadline: 4 October 2026

Department: Financial Planning

Employment Type: Permanent - Full Time

Location: City, London

Compensation: £30,000 / year

Description

We are a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). Our chartered status reflects our commitment to a client-first approach, ethical practice, and continuous professional development. We provide holistic financial planning — covering wealth management, family protection, retirement planning, and property finance — while integrating ESG principles for clients who value responsible investing.

Our financial planning team is growing rapidly, now nearly 50 strong, and we’re proud of the collaborative, values-driven culture we’ve built through organic growth and strategic acquisitions. We are looking for a motivated and proactive graduate to join our team as an IFA Administrator.

This is an excellent opportunity to start a career in financial planning and gain hands-on experience within a fast-growing, supportive team. We are looking for someone who is organised, detail-oriented and eager to learn, with a strong work ethic and a genuine interest in financial services.

In this role, you will work closely with our client support team and financial planners, providing administrative support and helping to deliver an exceptional client experience. You will assist with preparing documentation, processing applications, maintaining accurate client records and supporting the implementation of financial planning recommendations, while developing an understanding of FCA-regulated processes and procedures.

You will gain exposure to a broad range of financial planning solutions, including pensions, investments, protection and platform-based products, building valuable industry knowledge and experience. We will provide training, support and opportunities for professional development, helping you build a successful long-term career in financial planning.

This is an opportunity to be part of a collaborative and ambitious team where you can learn from experienced professionals, take ownership of your work and make a meaningful contribution to helping clients achieve their financial goals.

Key Responsibilities

Client Service & Administration

• Act as a primary point of contact for clients, ensuring queries are resolved promptly and professionally.
• Prepare documentation and meeting packs for adviser/client appointments, including quotations and illustrations.
• Process a range of new business applications across pensions, investments, protection and platform-based solutions, taking ownership of the full lifecycle through to completion.
• Maintain accurate client records within back-office systems and produce client valuations, portfolio reviews and investment reports as required.
• Manage policy servicing activities including fund switches, withdrawals, top-ups, premium amendments, beneficiary updates and client account maintenance.
• Obtain information from product providers, platforms and pension schemes, including valuations, illustrations, surrender values and transfer information.
• Prepare and submit pension and investment transfers, liaising with providers and monitoring cases through to completion.
• Implement adviser recommendations, process adviser remuneration instructions, and respond to queries relating to fees, charges and commissions.
• Provide general administrative support to ensure high standards of client service.

Compliance & Quality

• Ensure client files contain all required documentation, including fact-finds, suitability reports, application forms and anti-money laundering documentation, in line with FCA requirements.
• Support compliance reviews and resolve outstanding file queries.

Communication & Collaboration

• Build and maintain strong working relationships with advisers, colleagues, and external providers to deliver an efficient service.
• Liaise across departments and offices in a professional manner.

Operational Support

• Manage incoming enquiries, telephone calls, and meeting arrangements, including room bookings and visitor coordination.
• Maintain electronic filing systems and assist with general office administration.
• Contribute to project work and process improvement initiatives.

Professional Standards

• Complete mandatory training and engage in ongoing personal development.
• Uphold company values and ensure a positive client experience in all interactions.
• Undertake additional duties as required.

Skills, Knowledge and Expertise

• Degree educated, achieving a 2:1 or above in a relevant subject or demonstrating a strong interest in financial services and wealth management.
• Excellent communication skills, both written and verbal, with the ability to build strong relationships.
• Proficient in Microsoft Office applications (Word, Excel, Outlook) for accurate documentation and reporting.
• Strong planning, organisational, and prioritisation skills to manage multiple tasks effectively.
• High attention to detail and accuracy in all work.
• Ability to adapt to a fast-paced, changing environment and meet tight deadlines.
• Proactive approach to identifying process improvements and driving efficiencies.
• Strong team player with the ability to work independently and use initiative.
• Customer-focused mindset, ensuring a positive client experience in all interactions.

Benefits