Finance Administrator

Financial Divisions; Greater London; On-site; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Bonus

22 days holiday

Excellent benefits package

Office based

Career development and progression

Extensive training and support

Friendly, professional environment

Job summary

Financial Divisions is seeking a Financial Administrator in Sutton/ Cheam to support financial advisers and the paraplanning team. The role blends client-facing duties with essential admin to ensure a smooth client journey.

You will handle onboarding, AML checks, and annual reviews while maintaining accurate records and providing responsive service in a professional Wealth Management environment.

Qualifications

• 1–2 years' experience in Financial Services or related environment.
• Experience with client onboarding and documentation.
• Familiarity with AML and client verification checks.
• Experience with Letters of Authority and annual reviews.

Responsibilities

• Support onboarding of new clients and gather required information.
• Perform AML and client verification checks.
• Prepare and issue Letters of Authority and liaise with providers.
• Support end-to-end annual review processes.
• Liaise with clients, build trusted relationships, and be a go-to contact.
• Maintain accurate client records and efficient administrative processes.
• Provide broader admin and support to advisers and Paraplanning team.

Job description

Sutton /Cheam

Are you an experienced Financial Administrator looking for an opportunity to join a Financial Planning firm where your contribution will be recognised, your development encouraged and your career given room to flourish?

Having worked closely with this business for a number of years, we know first-hand that this is an organisation that combines professional excellence with a refreshingly personable culture. Their continued success has been built organically, through the strength of their client relationships, the quality of their advice and the calibre of their people.

Due to continued growth in an established adviser's client portfolio, they are now looking to appoint a Financial Administrator to provide dedicated support to their financial advisors.

This is an opportunity to become an integral part of a successful team and play a pivotal role in ensuring clients receive the exceptional service for which the business is renowned.

The Opportunity

Working alongside an approachable Financial Adviser and their Administration team, you will provide comprehensive support throughout the client journey.

You will be involved in a broad and rewarding range of responsibilities, including:

• Supporting the onboarding of new clients, gathering personal and financial information and ensuring all documentation is completed accurately.
• Conducting AML and client verification checks.
• Preparing and issuing Letters of Authority and liaising with providers and third parties.
• Supporting the end-to-end annual review process, ensuring clients receive a seamless and professional experience.
• Liaising directly with clients, developing trusted relationships and becoming a familiar and valued point of contact.
• Maintaining accurate client records and ensuring all administrative processes are completed efficiently and to a high standard.
• Providing wider administrative and technical support to the adviser and Paraplanning team as required.

Importantly, this is not a purely back-office administration position. You will have genuine exposure to clients and will have the opportunity to develop strong, long-term relationships with the advisors that you are supporting.

About You

You will ideally have 1-2 years' experience within Financial Services, preferably gained within a Financial Planning, Wealth Management or IFA environment.

You may be an experienced Administrator looking for your next step, someone returning to financial services after a career break, or perhaps an individual seeking a more balanced role where you can continue to use your professional skills without the intensity of a heavily target-driven environment.

What matters most is that you are:

• Organised, conscientious and exceptionally detail-oriented.
• Comfortable working across a varied range of Financial Planning administration.
• Confident communicating with clients and building professional relationships.
• Professional, personable and naturally service-focused.
• Able to manage competing priorities whilst maintaining accuracy.
• Keen to develop your knowledge and build a long-term career within Wealth Management.

Previous experience with client onboarding, AML, Letters of Authority and annual review processes would be highly advantageous.

Why This Opportunity?

There are Financial Planning businesses where administration is simply about processing paperwork.

This isn't one of them.

Here, you will be joining a highly regarded, ethical and genuinely people-focused organisation where the quality of the client experience is paramount.

You will work alongside a successful and approachable adviser who values their team, recognises individual contribution and is committed to providing additional training and support where required.

For the right person, this could be the opportunity to establish a rewarding career within an exceptional Wealth Management environment, whilst enjoying the stability, flexibility and work-life balance that comes with a well-established and forward-thinking firm.

The Package

• Bonus
• 22 days' holiday
• Excellent benefits package
• Office based
• Genuine career development and progression
• Extensive training and support
• A friendly, supportive and highly professional working environment

Financial Divisions - Wealth Management Recruitment Specialists