Administrative Support Opportunity – Wealth Management Firm

www.law-choice.com - Jobboard; City Of London; On-site; GBP 30,000 - 42,000; Full time

Job summary

A boutique financial services firm in the City of London is seeking an experienced Administrator or Senior PA to provide vital administrative support. The role includes managing files, preparing client applications, and coordinating with clients and providers. Ideal candidates will have strong organizational skills and a proactive approach. This position offers a competitive salary of £30,000 to £42,000, along with benefits such as a discretionary bonus and 25 days holiday.

Benefits

Competitive salary

Discretionary annual bonus

Workplace pension

25 days holiday plus bank holidays

Career progression and study support

Potential for flexible working arrangements

Qualifications

• Experience as an Administrator or Senior PA in financial services.
• Detail-oriented and motivated individual.

Responsibilities

• Support advisers and paraplanners in daily operations.
• Manage confidential files and office environment.
• Prepare client applications and correspondence.
• Organise meetings and events.
• Implement administrative policies for efficiency.

Skills

Strong organisational and time management skills

Excellent written and verbal communication

Ability to manage multiple priorities

Proactive, team-oriented approach

Experience in financial services administration

Job description

Administrative Support Opportunity – Wealth Management Firm

Are you an experienced Administrator or Senior PA with a background in financial services? This is an exciting opportunity to join a boutique wealth management firm that values strong client relationships and exceptional service.

What’s on offer:

• Competitive salary: £30,000 – £42,000 (depending on experience)
• Discretionary annual bonus
• Workplace pension
• 25 days holiday plus bank holidays
• Career progression and study support
• Potential for flexible working arrangements after probation

About the role:

You’ll play a key part in supporting advisers and paraplanners, ensuring smooth operations across the business. Responsibilities include:

• Managing confidential files and maintaining an organised office environment
• Preparing client applications and packs, drafting correspondence
• Coordinating with providers, networks, and clients
• Organising meetings, events, and other activities
• Implementing administrative policies to improve efficiency

What we’re looking for:

• Strong organisational and time management skills
• Excellent written and verbal communication
• Ability to manage multiple priorities in a fast‑paced environment
• A proactive, team‑oriented approach with a focus on client outcomes
• Previous experience in financial services administration or similar

If you’re highly motivated, detail‑oriented, and ready to take the next step in your career, we’d love to hear from you.

Apply now or reach out for a confidential conversation.