Average Planning Manager salary in London

We’re looking for a motivated and detail-oriented individual to join our Financial Planning team. This role is perfect for someone who enjoys working collaboratively, supporting clients, and ensuring processes run smoothly. You’ll play a key part in helping our Financial Planners deliver excellent service, while developing your own skills in a supportive and inclusive environment.Key Responsibilities:In this role, you will:Use Intelligent Office (IO) to accurately record and maintain client information.Manage tasks within IO, ensuring timely updates and monitoring progress.Prepare pre-meeting packs for new clients to support Financial Planners.Collaborate with Financial Planners to create client engagement letters.Facilitate and complete Annual Reviews in coordination with Financial Planners.Process new business submissions efficiently.Handle phone calls from clients and third-party providers with professionalism.Provide clear and helpful responses to client inquiries.Manage platform-related tasks, including new business submissions, cash management, and fund switches.Input client remuneration expectations into IO and generate invoices when required.Gather product information and valuations from provider websites.Liaise with life offices and IMS as needed.Submit Letters of Authority to Life Offices and collect relevant information.Complete Anti-Money Laundering (AML) checks, including ID verification and ID3 Global AML checks.Handle daily post, ensuring it is scanned and saved in client records.Retrieve client valuations from IO and Figaro.Keep Financial Planners updated on cases in progress.Coordinate with the Paraplanning/review team to ensure timely production of client reports and reviews.Support the management of Trusts and Death Claims.Promote awareness of Anti-Money Laundering Rules and ensure compliance within the department.Experience:We welcome applications from individuals with:Previous experience in customer service and general office duties.1–4 years of experience in Financial Planning Support, or at least 1 year as a trainee FP Assistant.Knowledge & Skills:To succeed in this role, you’ll bring:Strong customer service skills and a client-first mindset.Clear and effective written and verbal communication abilities.Excellent attention to detail.

Job: Financial Planning AdministratorLocation: East MoleseySalary: NegotiableRole DescriptionA well-established and growing financial planning firm is seeking an experienced Financial Administrator to join its team due to continued expansion. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.ResponsibilitiesProcessing new business applicationsAssisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packsArranging client meetings and managing Advisers’ diariesCompleting portfolio illustration requestsProviding comprehensive back-office supportEnsuring all financial planning administration is completed in line with company proceduresCorresponding with clients in both written and verbal formatsMaintaining accurate, compliant, and well-presented client records on company systemsKey RequirementsPrevious experience working within a Financial Planning firm (essential)CII Level 3 qualification in Financial Administration preferred (training support available)Working knowledge of Intelligent Office (IO) and platform experience would be advantageousStrong ability to manage and prioritise workloads effectivelyExcellent communication, planning, and organisational skillsStrong analytical and problem-solving abilitiesBenefitsProfessional industry exams and study supported25 days’ holiday and ability to purchase more holiday (excluding bank holidays)Annual salary reviewsBirthday day offLife assurance and pensionClear progression opportunities to Paraplanner and Adviser roles, if desired

Planning Officer – Temporary (Development Management)Ribble Recruitment is assisting a London local authority with the recruitment of an experienced Planning Officer for a temporary assignment to cover long-term sickness.Contract details:Job Title: Planning Officer (Development Management)Contract Type: TemporaryDuration: 12 weeksStart Date: 28 January 2026Hours: 36 hours per weekIR35 Status: Inside IR35Pay Rate:PAYE: £20.16 per hourUmbrella/Limited: £26.28 per hourLocation: Bexleyheath, KentWorking Pattern:Onsite: Wednesday and ThursdayRemote: Remainder of the weekRole overview: The successful candidate will manage a caseload of planning applications, including:Householder applicationsLawful Development Certificates (LDCs)Prior approval applicationsYou will be responsible for processing applications in line with planning legislation, local policy, and statutory timescales.Essential requirements:Proven Local Authority Development Management experienceExperience handling householder, LDC, and prior approval applicationsStrong understanding of planning legislation and proceduresEligibility to work in the UKDesirable:Relevant planning qualificationInterview process:Interviews will be conducted online via Microsoft TeamsBrief competency-based discussion focusing on experience and suitabilityTarget interview date: 14 January 2026About Ribble Recruitment Ribble Recruitment is assisting the hiring organisation with candidate sourcing, screening, and the initial stages of the recruitment process. We specialise in public sector and local authority recruitment and work closely with both clients and candidates to ensure a smooth and compliant hiring process.To apply or for further information: Lewis Ashcroft Ribble Recruitment