Financial Planning Administrator (SJP Experience Required), Offices near Sutton, Up to £40,000 basic

Location: Offices near Sutton

Salary: Up to £40,000 basic + bonus

Working Arrangement: Office-based / supportive boutique environment

The Opportunity

My client, a boutique wealth planning firm based near Sutton, is looking to hire an experienced Financial Planning Administrator with SJP experience to support the Managing Director on a 1-2-1 basis.

The firm provides holistic financial planning to high-income professionals, local families and SME owners across London, Surrey and Sussex. Currently advising around 160 clients, the business delivers advice across pensions, investments, tax planning, cashflow modelling, retirement planning and protection.

This is a newly created position offering the opportunity to become a key part of a close-knit firm, working directly with the Managing Director and playing an important role in maintaining a smooth and efficient client service function.

The Role

You will be responsible for end-to-end administration while supporting the Managing Director with the day-to-day management of client affairs.

Key responsibilities include:

• Preparing pre-meeting documentation and supporting meeting preparation
• Drafting basic suitability letters
• Onboarding new clients and managing documentation
• Updating and maintaining the CRM system
• Ensuring efficient back-office processes and client servicing
• Providing general administrative support to the Managing Director

About You

• At least 1 years' experience within a financial planning / wealth management administration role
• Experience working within the SJP environment is essential
• Strong organisational and communication skills
• High attention to detail and the ability to manage multiple tasks
• A proactive and supportive team player who enjoys working closely with senior advisers

Package

• Up to £40,000 basic salary
• Bonus scheme
• Opportunity to work closely with the Managing Director in a boutique advisory firm
• Stable client base and supportive working environment

If this role sounds of interest, or you would like to hear about other opportunities within wealth management, please get in touch.