Financial Services Administrator - Central London - Hybrid - £30K - £36K + Bonus + Study Support

Financial Divisions; London; Hybrid; GBP 30,000 - 50,000; Part time

Job summary

Join a well-established Wealth Management firm in Central London as a Financial Services Administrator. This role offers a supportive team environment and hybrid working options, providing flexibility to enhance your work-life balance. You will handle a varied workload, including managing pensions and investments, while developing your career with full study support towards the Diploma in Financial Planning. If you are proactive, detail-oriented, and have a passion for client service, this opportunity is perfect for you.

Benefits

Hybrid Working

Flexible Working Hours

Career Development Support

Qualifications

• Proven experience in Financial Services Administration or Wealth Management.
• Strong grasp of financial products and client relationship management.

Responsibilities

• Manage a range of administrative tasks including pensions and investments.
• Liaise with clients and prepare documentation for meetings.

Skills

Client Relationship Management

Financial Product Knowledge

Administrative Skills

Education

Diploma in Financial Planning

Job description

Job Description

Financial Services Administrator / Wealth Management Administrator — Central London | Hybrid Working Available (Part-Time Considered)

Are you an experienced Financial Services Administrator with a background in independent financial advice? Join a well-established and highly respected Wealth Management firm known for its ethical, client-focused approach and supportive working culture.

Why Join Us?

• Hybrid & Flexible Working - Enjoy the benefits of hybrid working, with flexibility to support your work-life balance. Part-time options are also available.
• Supportive Team Environment - Be part of a close-knit, professional team that values collaboration, integrity, and exceptional client service.
• Career Development - Whether your goal is to progress into Paraplanning or Financial Advice, we offer full study support towards the Diploma in Financial Planning.
• Engaging, Varied Workload - Handle a range of administrative tasks including managing pensions, investments, and protection products, liaising with clients, and preparing documentation for client meetings.

What We’re Looking For

We are seeking a proactive and detail-oriented Financial Administrator with proven experience working within an Independent Financial Advice (IFA) or Wealth Management firm. You’ll have a strong grasp of financial products and the ability to manage client relationships with professionalism and care.

Ready to Take the Next Step?

Apply today by sending your CV to Ryan at Financial Divisions. We’d love to arrange a confidential chat at a time that suits you.