Financial Administrator - Up to £32k basic salary - Wealth Management Firm

Financial Divisions; London; Hybrid; GBP 30,000 - 32,000; Full time

Job summary

A boutique wealth planning business in South West London is seeking a Financial Administrator to manage client services and back-office tasks. This role offers a basic salary of £30k - £32k, hybrid working options, and comprehensive study support for career development. Ideal candidates will have some experience in financial planning and a desire to progress into paraplanning or senior administrative roles.

Benefits

Comprehensive benefits package

Study support for Level 4 Diploma

Hybrid working arrangement

Qualifications

• 6 - 12 months of experience in financial planning or a related field is preferred.
• Interest in progressing into paraplanning or a more senior role in the future.

Responsibilities

• Provide administrative coverage of client services and back-office tasks.
• Work in a team setting, reporting to a Team Leader/Manager.
• Participate in staff wellbeing initiatives and team activities.

Skills

Team collaboration

Client service administration

Interest in financial planning

Education

Willingness to support studies toward Level 4 Diploma

Job description

Overview

Financial Administrator Vacancy • SW London offices with hybrid working • £30k - £32k basic salary plus benefits package

A boutique wealth planning business with offices in South West London has been operating for many years with significant financial backing. They provide solid whole of market advice to private clients including City professionals, families, business owners, retirees and individuals from the creatives industries. Many clients fall into the high net worth (HNW) category with over £2m of assets to invest. The firm has a team of 10 staff, including 3 advisers and a full administrative and paraplanning team supporting a smooth and effective advice offering to clients. The business also has other bolt-on services.

Responsibilities

• Administrative coverage of client services and back-office tasks from start to finish.
• Work as part of a team, reporting into a Team Leader/Manager, within a team of 4 other administrators.
• Initially office-based with the option to work from home (WFH) 2 days per week.
• Contribute to a supportive team environment; participate in staff wellbeing initiatives, socials and team activities.

Requirements / Qualifications

• 6 - 12 months of experience is described for the role in financial planning or a related field (note: the original text says 16 - 12 months, kept as is).
• Willingness to support studies toward Level 4 Diploma; study assistance is provided by the client.
• Interest in progressing into paraplanning or a more senior administrator/team leader role in the future.

Benefits and Additional Information

• Salary: circa £30k - £32k basic, plus comprehensive study support and benefits package.
• Hybrid working arrangement after an initial fully office-based start.

How to Apply

If this role sounds of interest, or if you want information on other roles, please get in touch with Peter Fozard at Financial Divisions.