Client Relationship Support - Wealth Management |  Hybrid Working | Career Progression 

Looking to move beyond a traditional financial planning admin role?

This is an opportunity to join a fast-growing, high-performing wealth management environment where you’ll play a genuinely involved role in the client journey — working closely with Financial Planners, building relationships, and becoming a key part of a collaborative pod structure.  This role offers far more exposure, responsibility, and progression than a typical back-office support position. You’ll be trusted to work directly alongside advisers and paraplanners in a fast-paced environment where your contribution truly matters.

The Opportunity:
You’ll support multiple Financial Planners as part of a collaborative pod team, taking ownership of the administrative and client support process from start to finish.  This is ideal for someone who enjoys organisation, client interaction, and being at the centre of the financial planning process rather than sitting purely behind the scenes.

Key Responsibilities:
• Full financial planning administrative support
• Preparing client packs, valuations, and meeting documentation
• Submitting new business and obtaining provider information
• Managing letters of authority and client documentation
• Liaising with providers and internal stakeholders
• Maintaining regular client communication (non-advisory)
• Supporting planners within a pod-based structure
• Maintaining accurate records across back-office systems
• Working to service standards and team KPIs

What We’re Looking For:
• Experience within financial planning or wealth management is essential
• Strong understanding of products including pensions, ISAs, GIAs, and bonds
• Highly organised with excellent attention to detail
• Strong communication skills and confidence engaging with clients
• Ability to manage multiple priorities in a fast-paced environment
• Comfortable working independently and collaboratively
• Experience using financial planning platforms/back-office systems
• CII qualifications (or progress towards them) highly desirable

What Makes This Opportunity Different?
• Greater involvement in the client journey than most similar roles
• Clear progression pathways within a growing business
• Full support towards CII qualifications and ongoing development
• A genuinely collaborative, supportive culture
• Hybrid working flexibility
• High employee engagement and strong internal support network
• Opportunity to join during an exciting growth phase with multiple hires planned

If you’re looking for a role where you can develop professionally, build strong adviser relationships, and become an integral part of a growing financial planning team, this could be the perfect next step.

Apply now or get in touch for a confidential conversation.