Financial Administrator- Collaborative and friendly culture

Financial Divisions; Greater London; On-site; GBP 32,000 - 46,000; Full time

Job summary

Financial Divisions is seeking an experienced Financial Administrator to join a growing wealth management practice. You will support client administration, onboarding, and ongoing servicing while ensuring accuracy and regulatory compliance.

You will work closely with the Practice Manager, Partners and Advisers, coordinating new business processing, client reviews, and pipelines from initiation to completion. A proactive, detail-oriented, client-focused professional is essential.

Qualifications

• Previous experience within wealth management in a senior administrative, client support, or operational role.
• Strong Salesforce knowledge and experience.
• Proficiency in Microsoft Office (Outlook, Word, Excel).
• Excellent organisational and time-management skills.
• Attention to detail and accuracy.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proactive, solutions-focused approach and client relationship skills.

Responsibilities

• Prepare and process new business cases, illustrations, and suitability docs within SLAs.
• Coordinate ongoing client review programmes and ensure timely delivery.
• Draft and send professional communications to clients and providers.
• Lead client onboarding and meeting preparation, ensuring data accuracy and compliance.
• Support client engagement through campaigns and events while maintaining brand standards.
• Handle general administration, correspondence, record keeping, and case management.

Skills

Salesforce

Time management

Attention to detail

Communication skills

Organisational skills

Multi-priority handling

Client service mindset

Teamwork

Independent & collaborative

Tools

Microsoft Office

Job description

A growing and successful Practice is seeking an experienced, proactive, and highly organised Financial Administrator.

This is an excellent opportunity for an individual with previous wealth management experience to play a key role in delivering exceptional client service while supporting the smooth day-to-day operation of a busy financial planning practice. Working closely with the Practice Manager, Partners, and Advisers, the successful candidate will be responsible for managing client administration, supporting business operations, coordinating new business processing, and ensuring the highest standards of accuracy, efficiency, and regulatory compliance.

Key Responsibilities

New Business Processing

• Prepare and submit new business cases, including illustrations, applications, and suitability documentation.
• Ensure all casework is completed accurately and within agreed service level agreements (SLAs).
• Monitor progress and proactively manage outstanding actions.
• Format meeting notes and ensure all post-meeting actions are completed accurately and promptly.
• Update and maintain records within Salesforce and other internal systems.
• Support Partners and Advisers through effective administration and case management.

Client Review Management

• Assist in coordinating ongoing client review programmes.
• Ensure review activities are scheduled, tracked, and delivered in accordance with internal procedures and service standards.
• Liaise with clients to support a smooth review process.

Client Service & Communications

• Act as a professional and client-focused first point of contact.
• Manage incoming calls and client enquiries efficiently.
• Draft and send high-quality communications to clients, providers, and internal stakeholders.
• Resolve or escalation client queries as appropriate.
• Take ownership of allocated client cases from initiation through to completion.
• Monitor provider requests, including Letters of Authority (LOAs), and follow up within agreed timescales.
• Maintain accurate client records and documentation throughout the client lifecycle.
• Track, monitor, and proactively chase pipeline business through to completion and payment.

Meeting Preparation & Client Onboarding

• Prepare client files and supporting documentation ahead of meetings.
• Coordinate onboarding activities for new clients across all relevant systems, including PROMs and Curo.
• Ensure client data is accurate, complete, and compliant.

Marketing & Client Engagement

• Support the delivery of client communications, campaigns, and engagement initiatives.
• Coordinate client events, campaigns, and engagement activities.
• Ensure all communications adhere to brand standards and compliance requirements.

General Administration

• Manage incoming and outgoing correspondence.
• Prioritise, scan, and log documentation accurately.
• Support operational projects and continuous improvement initiatives where required.

Skills & Experience Required

The successful candidate will demonstrate:

• Previous experience within wealth management in a senior administrative, client support, or operational role.
• Strong working knowledge of Salesforce (essential).
• Proficiency in Microsoft Office, including Outlook, Word, and Excel.
• Excellent organisational and time-management skills.
• Exceptional attention to detail and accuracy.
• Strong verbal and written communication skills.
• The ability to manage multiple priorities within a fast-paced environment.
• A proactive, solutions-focused approach to work.
• Strong telephone and client relationship management skills.
• The ability to work independently and collaboratively within a team.
• A genuine commitment to delivering outstanding client service.

Why Join?

• Join a successful and growing wealth management practice.
• Work alongside experienced Partners and Advisers.
• Be part of a supportive, collaborative, and high-performing team.
• Gain exposure to all aspects of financial planning and wealth management operations.
• Access ongoing professional development and career progression opportunities.