Desk Administrator, Wealth Management

Aldrich & Co.; City Of London; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

A leading Wealth Management firm in London is seeking a Desk Administrator to provide exceptional client support. Responsibilities include coordinating client account processes, document preparation, and maintaining records. The ideal candidate has a minimum of 2 years' experience in financial services and strong communication skills. This role offers a salary range of £35,000 – £40,000 and hybrid working opportunities.

Benefits

Competitive salary

Hybrid working

Career development opportunities

Qualifications

• Minimum 2 years in financial services client administration, preferably wealth or fund management.
• Demonstrable interest in City markets and UK regulatory framework.

Responsibilities

• Coordinating new client account opening process.
• Preparing documents for Investment Manager review.
• Maintaining accurate records across CRM systems.
• Handling administrative and client queries.

Skills

Exceptional organisational skills

Sharp attention to detail

Excellent communication skills

Tech-savvy

Tools

Microsoft Office

CRM systems

Job description

Overview

Salary: £35,000 – £40,000

Are you an experienced Administrator with a background in Wealth or Fund Management?

Do you have exceptional organisational skills, sharp attention to detail, and a passion for client service?

A leading, long-established Wealth Management firm in the City is looking for a Desk Administrator / Client Services Administrator to provide first-class support to their Investment Managers and private clients. This is a fantastic opportunity to grow your career in wealth management within a professional, client-focused environment.

What you’ll be doing

• Coordinating the new client account opening process and drafting professional client correspondence and reports
• Preparing and formatting documents for Investment Manager review and sign-off
• Proofreading and checking documentation to ensure accuracy and compliance
• Maintaining accurate records across internal CRM and filing systems
• Assisting with payments, receipts, transfers, and related forms for approval
• Handling administrative and client queries efficiently and professionally
• Supporting client meetings, including preparation of documentation and follow-up
• Developing strong working relationships with both clients and internal teams

About You

• Experienced: Minimum 2 years in financial services client administration (wealth or fund management preferred)
• Skilled: Excellent communication skills (written and verbal), highly organised, analytical, and numerate
• Tech-savvy: Strong Microsoft Office skills and comfortable with CRM systems
• Client-focused: Able to build and maintain strong relationships with clients and colleagues
• Knowledgeable: Demonstrable interest in City markets, private client fund management, and a solid understanding of the UK regulatory framework

What’s on Offer

• Competitive salary £35,000 – £40,000
• Hybrid working (City office + remote flexibility)
• The opportunity to work with a respected Wealth Management firm with a strong City presence
• A clear path to develop your career within the wealth management industry

If you are an experienced administrator with a genuine interest in financial markets and client service, this is an excellent opportunity to join a professional team and take your career to the next level.