Provide one-on-one support to one of our Financial Planners and their clients
Support Financial Planners by managing the administrative foundations of high‑quality financial advice
Ensure all client administration and processes run smoothly, accurately, and on time
Ensure all client reviews are supported by suitability reports, delivered on time, and proactively chase/escalate any outstanding cases
Maintain the CRM (Xplan), ensuring all client data is accurate, up to date, and compliant
Keep client files organised, regularly updated, and audit-ready
Build strong relationships with Financial Planners and clients, ensuring all post‑meeting actions are completed within agreed SLAs
Support Financial Planners with scheduling annual reviews and preparing meeting packs.

2-5 years experience as a Financial Planning administrator
Fantastic knowledge of Financial Planning products and processes
Highly organised, with a proactive mindset and the ability to anticipate adviser and client needs
Strong attention to detail and accuracy
Confident written and verbal communication, with the ability to handle client queries professionally
Comfortable working with cloud-based systems and using technology (including AI tools) to improve efficiency.

Competitive Pension Scheme
we contribute 6%, you 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, which keeps work interesting and you get to develop and grow.

Client Administrator

Key skills