Senior Financial Planning Administrator - Central London

Senior Financial Planning Administrator - Central London

Location: Central London
Salary: Up to £40,000 (dependent on experience)

Are you a detail-oriented and experienced Financial Planning Administrator looking to take your career to the next level? NJR Recruitment is working with a highly respected Independent Financial Advice (IFA) firm in Central London, who are now looking to recruit a Senior Financial Planning Administrator to join their team.

This is a fantastic opportunity to work closely with high-net-worth clients and dedicated Financial Planners, supporting a variety of complex advice areas including pensions, investments, trusts, and group schemes.

The Role:

As a Senior Administrator, you’ll provide key support to the financial planning team and be responsible for:

• Preparing client valuations, review documentation, and pre-populated application forms
• Processing new business (pensions, ISAs, GIAs, bonds, SIPPs, protection policies, and group schemes)
• Supporting Financial Planners through the full advice process, including benefit crystallisation events and policy transfers
• Maintaining accurate client records using Plannr CRM and conducting AML checks via Smart Search
• Liaising with clients, providers, and professional connections to ensure a seamless experience
• Upholding compliance standards and ensuring all files meet regulatory requirements

What We're Looking For:

• Experience in a financial planning or wealth management firm, ideally supporting high-net-worth clients
• Strong understanding of life, pension, and investment products
• Confident using CRM systems, with solid skills in Excel and Google Sheets
• Highly organised with excellent attention to detail
• A positive, professional communicator with a proactive, solution-focused attitude
• Able to work independently while contributing to a team-based culture

What’s on Offer:

• Competitive salary up to £40,000 (DOE)
• Opportunity to work with a well-established IFA firm in the heart of London
• Professional, collaborative working environment
• Long-term career development and study support
• Share incentives
• Death in Service Cover
• Private Health Care
• Hybrid Working

If you're an experienced financial services administrator who thrives in a fast-paced, client-first environment — we’d love to hear from you.

Apply now or contact NJR Recruitment quoting NJR15725 for a confidential chat.

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