Client Administrator - Financial Planning - mbf. : Job Details

Client Administrator – Financial Planning | London (Hybrid) | Up to £40,000 Bonus & Exceptional Benefits

Are you an experienced administrator looking to further your career in financial planning within one of the UK’s most prestigious wealth management firms?

We’re working with a highly respected national Investment Management and Financial Planning organisation to find a Client Administrator to support their London-based team. This is an exciting opportunity to join a forward-thinking business known for its high standards, outstanding training, and progression opportunities.

What you’ll be doing:

You’ll be a key member of the Financial Planning team, working closely with Financial Planners to ensure a smooth and professional client experience. Your duties will include:

• Supporting Financial Planners with all administrative tasks related to client service
• Building strong relationships with clients and maintaining regular contact
• Preparing meeting packs, valuations, and policy documentation
• Maintaining accurate client records on internal systems
• Liaising with internal operational teams and third-party providers
• Supporting with new business processes and anti-money laundering documentation
• Promoting and assisting clients with digital tools and portals

What we’re looking for:

• At least a year of experience in financial services, ideally in a similar administrative support role
• Excellent communication, organisational and client service skills
• The ability to prioritise work effectively and stay calm under pressure
• Strong attention to detail and a proactive mindset
• A good standard of education – degree desirable but not essential
• An interest in gaining further qualifications (full training support provided)

Why join?

This firm is renowned for its supportive culture and commitment to staff development. You’ll benefit from:

• A competitive salary up to £40,000
• A generous bonus scheme
• Hybrid working model (3 days in the office, 2 from home)
• Comprehensive core benefits including:
• Private medical insurance
• Group income protection and life assurance
• Enhanced pension contributions
• Employee assistance programme and wellbeing support
• Generous holiday allowance with holiday purchase options
• Access to voluntary benefits such as dental, critical illness and travel insurance
• Season ticket loan, cycle to work scheme, gym discounts, and more
• Full funding for professional qualifications

If you’re looking for a career-defining opportunity to join a market leader in financial services, we’d love to hear from you.