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Client Support Administrator

More London jobs
Recruiter
mbf.
Location
London
Salary
£32,000 - £38,000 per year
Contract
Permanent
Work pattern
Not Specified
Working arrangement
3 office days per week
First listed by Ontap
22 September 2026
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Job description

We are working with a well-established, multi-award-winning boutique wealth management firm, based in the City of London, providing independent financial advice to high-net-worth individuals and their families.

The firm advises across Pensions, Investments and Life Assurance from the whole of the market and is widely recognised within the industry for the quality of its client service and professional standards.

Due to continued growth, including multiple recent acquisitions across the UK, the business is now looking to appoint two Client Support professionals to join its London team.

The Roles

Two Client Support opportunities are available, offering distinct career paths:

Client Support - FP Administration Pod

This role sits within a team-based support structure and would suit an experienced career Financial Planning Administrator who enjoys a structured environment supporting multiple advisers.

Salary towards the higher end of the banding.

Client Support - Dedicated Adviser Support

This position supports two Financial Planners directly and is well suited to someone looking to broaden their exposure and progress their career within Financial Planning.

Key Responsibilities

Supporting the financial planning and advice process to ensure a high-quality client experience
Processing new client documentation in line with internal procedures and data protection requirements
Creating and maintaining accurate client records on the CRM system
Liaising with product providers to obtain policy and investment information
Preparing client meeting packs and supporting documentation
Working closely with Advisers and Paraplanners to issue reports and new business applications
Maintaining accurate records of client and provider communications
Ensuring all activity is completed in line with compliance and regulatory standards

Candidate Profile

The successful candidate will demonstrate:

Previous experience within a Financial Planning / Wealth Management support role
Strong communication skills at all levels
A methodical approach with the ability to manage and prioritise multiple tasks
The ability to work well within a team and on their own initiative
A client-focused mindset with high attention to detail
IT literacy, including MS Word and Excel
A desire to pursue or continue financial services qualifications (fully supported)

Package & Benefits

£32,000 - £38,000 basic salary
Quarterly bonus (c. 15% of salary)
Employee Shareholder Scheme
Comprehensive benefits package
25 days holiday plus 3 additional days over Christmas
Hybrid working - 3 days per week in the office
Excellent long-term career development opportunities as the firm continues to grow nationally

A first class opportunity to work for a growing business offering genuine career development opportunities.

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