Support Financial Planners by managing the administrative foundations of high‑quality financial advice
Ensure all client reviews are supported by suitability reports, delivered on time
Maintain the CRM (Xplan), ensuring all client data is accurate and compliant
Keep client files organised, regularly updated, and audit-ready
Support Financial Planners with scheduling annual reviews and preparing meeting packs
Build strong relationships with Financial Planners and clients

2-5 years experience as a Financial Planning administrator
Fantastic knowledge of Financial Planning products and processes
Highly organised, with a proactive mindset
Strong attention to detail and accuracy
Confident written and verbal communication
Comfortable working with cloud-based systems and using technology (including AI tools)

Client Administrator

Key skills