Senior Financial Administrator

Financial Divisions; London; Hybrid; GBP 37,000 - 43,000; Full time

Benefits offered by this job

Career development opportunities

Competitive salary package

Supportive team culture

Job summary

A reputable financial planning firm in Central London is looking for a confident and proactive Client Services Administrator. The role involves supporting a team of advisers, processing applications, and ensuring compliance. Candidates should have at least 2 years of experience in the financial sector. This is a full-time position in a hybrid working environment with opportunities for career growth.

Qualifications

• Minimum of 2 years' experience in financial planning or wealth management administration.
• Solid understanding of FCA regulations and compliance requirements.
• Proven ability to work independently and in a team.

Responsibilities

• Providing daily administrative support to financial advisers and paraplanners.
• Processing new business applications and maintaining the CRM system.
• Liaising with clients and product providers for effective communication.

Skills

Communication skills

Organizational skills

Attention to detail

Tools

Xplan

Job description

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This range is provided by Financial Divisions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Financial Divisions

Senior Partner | Specialised Recruitment in Financial Services

Location: Central London

Firm Type: Chartered Independent Wealth Management

Employment Type: Full-time | Hybrid Working Available

Experience Level: Minimum 2 Years’ Financial Services Administration

Join a highly respected, chartered independent wealth management firm renowned for delivering exceptional financial planning and investment advice to high-net-worth and ultra-high-net-worth clients.

We are seeking a confident and proactive Client Services Administrator to support our client's team of experienced advisers and paraplanners. This is an excellent opportunity to join a values-driven, professional environment where your contribution will be recognised, and your career can flourish.

What You’ll Be Doing:

• Providing daily administrative support to a team of established financial advisers and paraplanners.
• Accurately processing new business applications and maintaining the CRM system (Xplan).
• Implementing advice recommendations in a compliant and timely manner.
• Liaising professionally with clients and product providers to ensure smooth, effective communication.
• Assisting in drafting basic reports and supporting ongoing review and planning processes.
• Keeping up to date with FCA regulatory changes and contributing to best practice.
• Supporting the development and improvement of internal processes and systems.
• Handling general office duties, including managing incoming communications and client queries.
• Participating in internal projects to enhance service delivery and efficiency.

What We’re Looking For:

• Minimum of 2 years’ experience in a financial planning or wealth management administration role.
• Comfortable working with high and ultra-high net worth clients and their expectations.
• Solid understanding of FCA regulations and compliance requirements.
• Excellent communication, interpersonal, and organisational skills.
• Proven ability to work independently while contributing to a collaborative team.
• Experience using Xplan is highly desirable.
• A professional, detail-oriented individual with a proactive, can-do attitude.

What You’ll Get in Return:

• A chance to work within a highly reputable, chartered financial planning firm.
• Exposure to complex and interesting client cases across pensions, investments, and estate planning.
• Opportunities for career development and professional growth, including study support if desired.
• A supportive, down-to-earth team culture in a modern and progressive office environment.
• Competitive salary package and benefits.

If you’re looking to take the next step in your financial services career and thrive in a highly professional and rewarding environment – we’d love to hear from you.

Apply now to join a team where your skills and ambition will be truly valued.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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