Senior Financial Administrator (Adviser Support) - London/Hybrid - Salary up to £42k benefits (US)

Financial Divisions; City Of London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial planning firm in City Of London is looking for a proactive individual to support financial advisers. The role involves managing client records, ensuring compliance with regulations, and contributing to process improvements. Ideal candidates will have a strong understanding of FCA standards and excellent communication skills. Join a team that values integrity and offers growth opportunities.

Qualifications

• Solid understanding of FCA compliance and financial services regulations.
• Excellent communication and organisational skills.
• Experience in financial services preferred.

Responsibilities

• Support financial advisers with day-to-day operations.
• Manage client records and process new business.
• Ensure advice implementation meets regulatory standards.
• Develop new systems to improve client service.
• Liaise with providers and clients for seamless communication.

Skills

FCA compliance understanding

Communication skills

Organisational skills

Proactivity

Attention to detail

Job description

Overview

Are you ready to be the engine behind a thriving financial advisory team? If you're organised, proactive, and thrive in a fast-paced environment where precision meets purpose—this role is calling your name.

Join a respected financial planning firm where your contribution will directly support experienced advisers and paraplanners in delivering exceptional client outcomes. You'll be more than just admin—you'll be a trusted partner in the financial journey of hundreds of clients.

Responsibilities

• Supporting financial advisers and paraplanners with day-to-day operations
• Managing client records and processing new business with accuracy and efficiency
• Ensuring all advice implementation meets regulatory standards
• Helping develop new systems and processes to improve client service
• Liaising with providers and clients to keep communication seamless
• Drafting reports and handling general office duties with professionalism
• Staying up to date with FCA regulations and compliance requirements
• Contributing to team-wide projects and company initiatives

Qualifications

• A solid understanding of FCA compliance and financial services regulation
• Excellent communication and organisational skills
• Confidence working independently and collaboratively
• A proactive mindset and a sharp eye for detail
• Experience in financial services (level of experience may vary depending on seniority)

Why This Role?

This is your chance to be part of a team that values integrity, innovation, and impact. You'll be supported, challenged, and given room to grow—whether you're early in your career or looking to take the next step.

Ready to make your mark in financial services? Apply now and help shape the future of client-focused financial planning.