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

ZipRecruiter; London; Hybrid; GBP 30,000 - 50,000; Part time

Job summary

An established industry player in Wealth Management is seeking a proactive Financial Services Administrator to join their supportive team in Central London. This role offers hybrid working options and part-time flexibility, catering to work-life balance. You'll handle a diverse range of administrative tasks, from managing investments to preparing client documentation, all while fostering strong client relationships. With a commitment to ethical practices and professional development, this firm provides an excellent environment for career growth, including full study support towards the Diploma in Financial Planning. If you're ready to advance your career in a collaborative setting, this opportunity is perfect for you.

Benefits

Hybrid Working

Flexible Working Hours

Career Development Support

Supportive Team Environment

Qualifications

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

Responsibilities

• Manage pensions, investments, and protection products.
• Prepare documentation for client meetings and liaise with clients.

Skills

Financial Administration

Client Relationship Management

Knowledge of Financial Products

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.