Financial Administrator - Boutique Wealth Management Practice, Hampton, Middlesex (office-based)

Financial Divisions; Hampton; Hybrid; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Salary: £35,000-£40,000

Hybrid/flexi hours

Office-based role in Hampton

Supportive team environment

Career development opportunities

Job summary

Boutique Wealth Management Practice in Hampton, Middlesex seeks an experienced Financial Administrator to join a small, client-focused team. You will back up the Director, manage client administration, and ensure service excellence at every step of the financial planning journey.

The role is office-based with hybrid/flexi hours, offering £35,000-£40,000 and opportunities to improve systems, handle invoicing, and support the adviser with meeting packs and compliance tasks.

Qualifications

• Experience in IFA or wealth management administration.
• Strong understanding of financial planning processes and compliance requirements.
• Excellent communication and relationship-building skills.

Responsibilities

• Manage day-to-day client administration and ensure cases progress efficiently and accurately.
• Liaise directly with clients by phone and email to handle queries and provide updates.
• Prepare and process key documentation, including applications, letters of authority, review packs, and valuations.
• Communicate with investment platforms, product providers, and third parties to obtain information and complete transactions.
• Maintain accurate client records and ensure FCA compliance.
• Prepare meeting packs and provide support to the Director before and after meetings.
• Suggest and implement process improvements to drive efficiency across the business.
• Provide general operational support, including correspondence, diary management, and invoicing.

Skills

Communication

Organization

Autonomy

Microsoft Office

Financial planning software

CII/CISI progress

Education

CII/CISI progression

Tools

Microsoft Office

Financial planning software

Job description

Financial Administrator - Boutique Wealth Management Practice

Location: Hampton, Middlesex (office-based)

Salary: £35,000 - £40,000 per annum (depending on experience)

Hours: Full-time, 5 days per week - Flexi Hours/Hybrid

Are you an experienced IFA or Wealth Management Administrator who takes pride in running a smooth, well-organised operation - and loves being at the heart of a small, client-focused team? This is an exciting opportunity to join a highly regarded, independent wealth management practice based in Hampton. You'll work directly with the firm's Director, supporting him as his right hand and ensuring clients receive a first-class service at every stage of their financial planning journey. If you enjoy variety, take ownership of your work, and thrive in a close-knit environment where your contribution really matters, this could be the perfect next step.

The Opportunity

You'll be the operational backbone of the business - managing all aspects of client administration, liaising with providers, and keeping everything running seamlessly behind the scenes. This role suits someone confident, proactive, and personable - an administrator who enjoys improving systems, taking initiative, and ensuring the adviser can focus fully on clients.

Key Responsibilities

• Manage day-to-day client administration and ensure cases progress efficiently and accurately.
• Liaise directly with clients - by phone and email - to handle queries, gather information, and provide updates.
• Prepare and process key documentation, including applications, letters of authority, review packs, and valuations.
• Communicate with investment platforms, product providers, and third parties to obtain information and complete transactions.
• Maintain accurate client records and ensure compliance with FCA requirements.
• Prepare meeting packs and provide pre- and post-meeting support to the Director.
• Suggest and implement process improvements to drive efficiency across the business.
• Provide general operational support, including correspondence, diary management, and invoicing.

About You

You’ll have a solid background in IFA or wealth management administration and a strong understanding of financial planning processes, products, and compliance requirements. You’ll also bring:

• Excellent communication and relationship-building skills.
• A meticulous, organised approach and strong attention to detail.
• Confidence to take initiative and work autonomously.
• Proficiency in Microsoft Office; experience with financial planning software is a plus.
• (Desirable) Progress towards professional qualifications such as CII or CISI.

What's on Offer

• Salary: £35,000-£40,000 (depending on experience).
• Environment: Supportive, collaborative team with a genuine focus on client care.
• Exposure: Direct involvement with the Director and insight into the full financial planning process.
• Autonomy: Real ownership of administrative systems and processes.
• Development: Long-term career growth within a respected, stable practice.