Financial Administrator, Wealth Management, London (Hybrid), Up to £32,000 DOE

Financial Divisions; London; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

A respected financial advisory firm based in London is seeking a Financial Administrator to join their team. This role involves maintaining client records, processing applications, and supporting adviser meetings. The ideal candidate should have 1-2 years of financial services administrative experience and strong communication skills. This position offers a salary up to £32,000 and hybrid working opportunities.

Benefits

Career progression

Training opportunities

Excellent company benefits

Friendly, supportive team environment

Qualifications

• 1-2 years' experience in financial services administration.
• Knowledge of pensions, investments, and the advice process.
• Detail-oriented, proactive, and keen to build a career in wealth management.

Responsibilities

• Maintain accurate client records and update systems.
• Submit applications, process fund switches and LOAs.
• Liaise with product providers, advisers, and clients.
• Prepare review packs and support adviser meetings.
• Manage the client review process and resolve queries.

Skills

Attention to detail

Strong IT skills

Organizational skills

Communication skills

Job description

Overview

We\'re partnered with a respected London-based Independent Financial Adviser who are looking for a Financial Administrator to join their centralised administration team. This is a great opportunity for someone with a strong eye for detail who\'s looking to develop their career within financial services.

The Role

• Maintain accurate client records and update systems
• Submit applications, process fund switches and LOAs
• Liaise with product providers, advisers, and clients
• Prepare review packs and support adviser meetings
• Manage the client review process and resolve queries
• Over time, take on more technical administration and progress your skills

About You

• 1-2 years\' experience in financial services administration
• Knowledge of pensions, investments, and the advice process
• Strong IT, organisational, and communication skills
• Detail-oriented, proactive, and keen to build a career in wealth management

What\'s on Offer

• Salary up to £32,000 DOE
• Hybrid working from London office
• Career progression, training, and excellent company benefits
• Friendly, supportive team environment

If you\'re an ambitious administrator ready to take the next step in financial services, we\'d love to hear from you.

Contact Jo at Financial Divisions.