Financial Administrator

Deerfoot Recruitment Solutions Limited; London; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading recruitment firm is looking for a Financial Administrator to join a reputable Wealth Management firm in London. The role involves providing administrative support to financial advisers and maintaining client accounts. Ideal candidates should have strong organisational and communication skills, with proficiency in Microsoft Office. Excellent opportunities for career development and progression are available.

Qualifications

• Previous experience in a financial administration role desirable.
• Excellent communication and organisational skills.
• Strong attention to detail required.

Responsibilities

• Providing administrative support to financial advisers.
• Processing new business applications and investment transactions.
• Updating client records on internal systems.

Skills

Organisational skills

Attention to detail

Written communication

Verbal communication

Client-focused approach

Ability to prioritise workloads

Tools

Microsoft Excel

Microsoft Word

Job description

Financial Administrator - Wealth Management
Location: London (Full Time onsite)
Salary: Circa 25,000 - 30,000 per annum
Employment Type: Full-Time, Permanent

Deerfoot Recruitment is pleased to be working in partnership with a highly regarded Wealth Management firm in London as we assist with the appointment of a Financial Administrator.

This is an excellent opportunity for an organised and detail-focused individual to join a professional and client-focused team, providing vital administrative support to the firm's financial advisers and operational staff.

The successful candidate will play an important role in ensuring the smooth handling of client accounts and the efficient delivery of wealth management services.

Key Responsibilities:

• Providing administrative support to the financial advisers and paraplanners

• Processing new business applications and investment transactions

• Updating and maintaining client records on internal systems

• Liaising with clients and product providers to obtain necessary information and documentation

• Assisting with the preparation of client reports and correspondence

• Handling queries and ensuring accurate and timely responses

• Supporting compliance processes and ensuring regulatory requirements are met

• General administrative duties to support the wider office operations

Candidate Profile:
Deerfoot Recruitment is keen to speak with candidates who can demonstrate the following:

• Previous experience in a financial administration role, ideally within wealth management or financial services (desirable but not essential)

• Strong organisational skills with a high level of attention to detail

• Excellent written and verbal communication skills

• Proficiency in Microsoft Office, particularly Excel and Word

• The ability to prioritise workloads and work effectively under pressure

• A professional and client-focused approach

This position would suit an individual looking to build a career within the wealth management sector, with opportunities for development and progression over time.

Salary: Circa 25,000 - 30,000 per annum, depending on experience.

Location: The role will be based at the client's London office full time

If you are a motivated and detail-oriented individual with an interest in financial services and wealth management, Deerfoot Recruitment would welcome the opportunity to discuss this role in more detail.

Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate 1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.