Financial planning administrator Work, Jobs in London, Eng (with Salaries)

Wealth & Financial Planning Administrator
Leagold Miller —London
- £30,000 - £40,000 a year
- Part-time
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
1d
Experienced Database Administrator
iPipeline —Bromley
- Full-time
- Hybrid work
- Azure
- Oracle
- Computer Science
Administrator (Maternity Cover, 12 Month FTC)
Fitch Ratings —London
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Administrator (12 months FTC)
Seven Investment Management —London
- Temporary
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Administrator (12 months FTC)
7IM —London
- Temporary
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Executive Project Administrator - PRS IN VIVO
Ipsos —London
- Administrative experience
- Organisational skills
- Annual leave
System Administrator
Air Apps —London
- £48,000 - £60,000 a year
- Full-time
- Azure
- Software troubleshooting
- AWS
- Life insurance
Financial Planning Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- IT
- Communication skills
Quick apply
Senior Team Coordinator
Purcell —London
- £37,000 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Organisational skills
- Annual leave
- Work from home
5d
Merchandising Administrator
Vivienne Westwood —London
- £28,800 - £29,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Merchandising
- Administrative experience
- Annual leave
- Employee assistance programme
3d
Reconciliation Administrator
Indra Group UK & Ireland —London
- Temporary
- Microsoft Excel
- Organisational skills
- Contracts
- Work from home
- Employee assistance programme
Quick apply
Salesforce Administrator
Fiserv —Basildon
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Database Administrator (DBA)
Air Apps —London
- £55,000 - £69,000 a year
- Full-time
- Azure
- DevOps
- SQL
- Life insurance
Client Relationship Manager
Sonata One —London
- Hybrid work
- Salesforce
- Bachelor's degree
- No degree
- Annual leave
- Employee assistance programme
Site Administrator
GE Vernova —Whetstone
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Assistant Company Secretary
Starling —London
- Hybrid work
- Financial services
- Communication skills
- Annual leave
- Employee discount
Quick apply
Legal Team and Operations Assistant
Financial Times —London
- Full-time
- Hybrid work
- Microsoft Word
- Organisational skills
- AI
- Annual leave
1d
Technical Administrator
Bidfood —Slough
- £30,000 a year
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Administrative experience
- Employee discount

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Wealth & Financial Planning Administrator

Leagold Miller
London

Quick apply

Job details

Permanent | Part-time | Full-time
£30,000 - £40,000 a year
1 day ago

Benefits

Company pension

Qualifications

Financial planning
Microsoft Excel
Customer service
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills
Office experience

Full job description

About us

Leagold Miller is an established, and reputable firm of independent insurance brokers and wealth & financial planning professionals.

Leagold Miller has evolved naturally over the years to meet the needs of their valued clients who rely on them to provide a friendly personal service, whilst also delivering quality professional advice.

Our work environment includes:

Friendly & family feeling office setting
Modern approach to systems and processes
Client service focus
Continuing growth plans

We are looking for an experienced Business Support Administrator to join our busy Wealth & Financial Planning team. The successful candidate will have at least one year's experience working within a Wealth Management or Financial Planning environment and will play a key role in supporting our advisers and delivering an excellent client experience.

Key Responsibilities

Provide comprehensive administrative support to the Wealth & Financial Planning team.
Process new business efficiently across a range of investment, pension, and protection products.
Administer client platforms, including servicing requests, withdrawals, fund switches, and updates.
Prepare client review packs and supporting documentation.
Maintain accurate client records and update back-office systems.
Liaise with clients, providers and third parties to progress business and resolve queries.
Support advisers with client reviews, meeting preparation, and follow-up actions.
Ensure all work is completed accurately and in line with FCA and internal compliance requirements.
Manage a varied workload, prioritising tasks to meet deadlines whilst maintaining excellent attention to detail.
Contribute to the smooth day-to-day running of the team and support continuous improvement of administrative processes.

Essential Skills & Experience

A minimum of 1 year's experience working within a Wealth Management or Financial Planning team is essential.
Experience of platform administration and new business processing is essential.
Strong understanding of Wealth & Financial Planning administration processes.
Excellent organisational skills with exceptional attention to detail.
Confident communication skills with the ability to build professional relationships with clients and providers.
Ability to manage multiple priorities while maintaining a high level of accuracy.
Proficient in Microsoft Office and comfortable using back-office and platform systems.
A proactive, positive, and collaborative approach with a commitment to delivering excellent client service.

Personal Qualities

Able to manage changing priorities and work effectively in a busy environment.
Reliable, organised, and able to work on your own initiative.
Professional, approachable, and committed to providing excellent client service.
A positive team player with a strong work ethic and willingness to support colleagues.
Maintains confidentiality and always works with integrity.

IMPORTANT - Please note that for your application to be considered, all screening questions need to be answered in full.

Pay: £30,000.00-£40,000.00 per year

Benefits:

Company pension

Ability to commute/relocate:

London E4 6AB: reliably commute or plan to relocate before starting work (required)

Application question(s):

What’s the best job you’ve ever had, and why?
What are the main reasons we should hire you?

Experience:

Wealth & Financial planning administration: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

financial planning administrator jobs in london, eng

Wealth & Financial Planning Administrator

Experienced Database Administrator

Administrator (Maternity Cover, 12 Month FTC)

Associate Financial Advisor - Hybrid

Administrator (12 months FTC)

Financial Administrator (East Molesey)

Administrator (12 months FTC)

Executive Project Administrator - PRS IN VIVO

System Administrator

Financial Planning Client Administrator

Senior Team Coordinator

Merchandising Administrator

Reconciliation Administrator

Salesforce Administrator

Database Administrator (DBA)

Client Relationship Manager

Site Administrator

Assistant Company Secretary

Legal Team and Operations Assistant

Technical Administrator

I want to receive the latest job alerts for financial planning administrator in london, eng

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