Financial Planning Client Administrator (Wealth Management)

Location: London, United Kingdom. Full-time in-office attendance is required during the six-month probation period, followed by a hybrid pattern of three days in the office and two days working from home.

Company

hirify.global provides wealth management, investment management, and financial planning advice to clients in the UK.

What you will do

• Provide full administrative support to aligned Financial Planners.
• Build client relationships and maintain regular communication to support positive client outcomes.
• Liaise with operational teams on scripts, transfers, corporate actions, and static data changes where required.
• Prepare meeting packs and valuations.
• Maintain back-office systems and client records in line with company policies.

Requirements

• Proven experience in financial planning or wealth management.
• Experience in a client support or Financial Planner support role.
• Strong knowledge of financial products, including ISAs, SIPPs, pensions, investments, and bonds.
• Strong verbal and written communication skills with the ability to build relationships.
• Excellent workload planning, organisational, and client-service skills.
• Ambition to build a career in financial services and willingness to learn and develop.

Culture & Benefits

• Structured training and competency oversight supporting personal and professional development.
• Ongoing study and professional qualification opportunities.
• Collaboration with experienced Investment Managers and Financial Advisers.
• Private medical insurance, life assurance, and pension contributions.
• Generous holiday allowance, the option to purchase additional holiday, and shared parental leave.
• Inclusive and supportive workplace with employee resource groups and diversity, equity, and inclusion initiatives.