Average Planning Manager salary in City of London

Are you a Superstar? Are you the glue that holds everything together? If so, we would like to hear from you.A new role has arisen for a skilled and experienced Senior Administrator within a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients? This role is not for the feint hearted as this is a pivotal role within the departmentOur client is a leading Wealth Management firm. They provide specialist Pension, Tax, Estate, Protection and Investment advice to HNW clients and, due to continued success and growth; they are looking to appoint a Senior Administrator to join their team. Your role will be to provide full administrative support to a Director. Your role will be to deal with complex and sophisticated clients, manage cases and deal with providers. You will manage to submission of business to the relevant parties and ensure all information and compliance requirements are fully adhered to. In short….you will be the glue that holds everything together!Applications are invited from skilled Administrators with in depth knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. You must have an eye for detail with strong written and verbal communication skills. Progress with professional qualifications is beneficial.This role will suit a skilled Administrator who is keen to be part of a highly professional team within an award winning Holistic Financial Planning firm in Central London. Sales Support, Pensions, Wealth Management, Investment, Financial Advice, Retirement Planning, By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

FP Administrator - Basic to £38,000 + Bonus, Benefits & Hybrid working.A high quality and award winning Chartered Financial Planning Practice is looking for an additional administrator to join their business.This role has come about as a result of expansion and will be working alongside established Chartered Financial Planners and within a high quality Technical and Support team.Key responsibility will be to support the Financial Planners and their Clients and duties will include Client relationship management, system and database management, technical support, business processing and administration.Full exam and personal development support will be provided alongside a range of development opportunities.2 years of Financial Planning administration experience and sound technical knowledge is required alongside excellent communication skills, strong literacy and numeracy skills.

Wealth Planning Administrator – City of LondonSalary: Up to £38,000 (plus quarterly bonuses)Location: City of LondonType: Full-time, permanentAn excellent opportunity has arisen for an experienced Wealth Planning Administrator to join a highly regarded and well-established financial planning firm based in the City of London. This is a key position within the business, supporting advisers and paraplanners to deliver a high-quality service to clients.Working as part of a close-knit and professional team, the successful candidate will take ownership of administrative processes across all aspects of financial planning, ensuring the smooth running of client accounts and adviser support functions.The RoleProvide comprehensive administrative support to Financial Advisers and Paraplanners.Prepare and process new business applications, valuations, and policy information.Liaise with product providers and clients to obtain and manage key documentation.Maintain accurate client records on internal systems and ensure all compliance requirements are met.Support advisers with meeting preparation, follow-up actions, and client communication.Assist with workflow management and contribute to the continuous improvement of administrative processes.About YouIdeally 2+ years’ experience in an IFA Administration role (1 years+ will be considered).Strong knowledge of financial planning processes, products, and platforms.Excellent organisational skills, with the ability to prioritise and manage multiple tasks effectively.High attention to detail and accuracy in data handling and documentation.Confident communication skills and a proactive, team-focused approach.Experience with back-office systems such as Intelligent Office (IO) would be advantageous.The OfferSalary up to around £38,000, depending on experience and qualifications.Hybrid working, 3 days in office and 2 from homeSupportive, professional working environment with long-term stability.Opportunity to work within a respected firm that values quality, integrity, and client service.This is an ideal opportunity for an experienced IFA Administrator who enjoys working as part of a professional team and wants to play a key role in supporting high-quality financial advice delivery.