Graduate Financial Planning Administrator

Moore Kingston Smith

. Act as a primary point of contact for clients and resolve queries promptly and professionally .

Posted 9/29/2026full-timeLondon • United KingdomEntry Level💰 £30,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client management skills with a focus on resolving queries and maintaining accurate records. Proficient in financial services processes, including pensions and investments, while ensuring compliance with FCA requirements.

Highest-signal resume keywords

Client ManagementFinancial Services KnowledgeMicrosoft Office ProficiencyAttention to DetailProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Pensions ProcessingInvestment ManagementDocumentation PreparationValuation ProductionPolicy ServicingBusiness Application ProcessingCompliance SupportFile ManagementMeeting CoordinationQuotations Preparation

Soft Skills

Excellent CommunicationOrganisational SkillsProactive ApproachTeam PlayerCustomer-Focused Mindset

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft Outlook

Industry Keywords

FCA ComplianceWealth ManagementFinancial ServicesClient ExperienceProcess Improvement Initiatives

About the role

Key responsibilities & impact

Act as a primary point of contact for clients and resolve queries promptly and professionally
Prepare documentation and meeting packs, including quotations and illustrations
Process new business applications across pensions, investments, protection and platform-based solutions through completion
Maintain accurate client records and produce valuations, portfolio reviews and investment reports
Manage policy servicing activities, including fund switches, withdrawals, top-ups, premium amendments, beneficiary updates and account maintenance
Obtain valuations, illustrations, surrender values and transfer information from providers, platforms and pension schemes
Prepare and submit pension and investment transfers and monitor cases through completion
Implement adviser recommendations and process remuneration instructions
Respond to queries about fees, charges and commissions
Ensure client files contain required documentation in line with FCA requirements
Support compliance reviews and resolve outstanding file queries
Build relationships with advisers, colleagues and external providers
Manage enquiries, telephone calls, meeting arrangements, room bookings and visitor coordination
Maintain electronic filing systems and assist with office administration
Contribute to projects and process improvement initiatives
Complete mandatory training and engage in ongoing personal development
Uphold company values and ensure a positive client experience
Undertake additional duties as required

Requirements

What you’ll need

Already completed studies
Degree educated with a 2:1 or above in a relevant subject, or a strong interest in financial services and wealth management
Excellent written and verbal communication skills
Proficiency in Microsoft Office applications, including Word, Excel and Outlook
Strong planning, organisational and prioritisation skills
High attention to detail and accuracy
Ability to adapt to a fast-paced, changing environment and meet tight deadlines
Proactive approach to identifying process improvements and driving efficiencies
Ability to work independently and use initiative
Customer-focused mindset
Strong team-player capabilities
Genuine interest in financial services
Strong work ethic

Benefits

Comp & perks

Training and support
Opportunities for professional development
Hands-on experience in financial planning
Exposure to pensions, investments, protection and platform-based products
Ongoing personal development through mandatory training