Wealth Financial Administrator - London

Artemis Recruitment Consultants Ltd; London; On-site; GBP 30,000 - 32,000; Full time

Job summary

A leading financial services firm in London is seeking a Wealth Financial Administrator. This entry-level position offers a great opportunity for graduates interested in building a career in Financial Planning. You'll work in a friendly, supportive team environment, focusing on client relationships and enhancing team productivity while promoting a fun work culture.

Benefits

Opportunity to support professional qualifications

Friendly and motivated team environment

Impactful role within a growing team

Qualifications

• Excellent numeracy and literacy skills are required.
• Understanding of social media is desired.
• Strong organisational skills with excellent attention to detail.

Responsibilities

• Deliver a first-class experience to clients who are city professionals and entrepreneurs.
• Help engage and develop strong relationships with existing clients.
• Work proactively to improve team productivity and collaboration.

Skills

Attention to detail

Communication

Collaborative

Organisational skills

Numeracy

Literacy

Education

Graduate degree

Job description

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19/05/2025

Type of Position: Wealth Financial Administrator - London
Pay: £30k - £32k

We are working with a reputable SJP firm in London looking to take on a Financial Administrator. This is an entry level role ideally suited to a graduate that would like to build a career in the Financial Planning industry with the opportunity to grow in a supportive environment.

Responsibilities:

· Deliver a first-class experience to existing clients that are mix of city professionals and entrepreneurs

· Deliver workflow proactively to maximise the team’s output and results

· Proactively drive the team forward by promoting efficient collaborative working

· Assist the team day to day in a structured way of working and make use of technology to enhance productivity

· Work to engage and develop strong relationships with existing clients and target audience

· Report regularly to colleagues on the team’s overall engagement

· Contribute to team strategy and promote a fun working environment

· Ensure tone, personality, and messaging is consistent and within guidelines while being respectful and fun

Personal Qualities:

· You are a driven and ambitious individual who’s looking to build their career at a high-performing private client company

· A resourceful person with excellent attention to detail

· You are a curious, proactive and collaborative person who has a willingness to start conversations, get stuck in and thrive in a continuous improvement culture

· Naturally personable, a great communicator, and passionate about doing a great job whilst enjoying day-to-day working life

Experience & Skills:

· Experience in financial services desired, but not necessary

· Excellent numeracy and literacy, with an understanding of social media

· Ability to understand data and make use of it effectively

· Strong organisational skills with excellent attention to detail and a self-starter

· Confident communicator, independent thinker with a passion for collaboration the ability to work independently and as part of a team.

What’s in it for you:

· Opportunity to join a growing, award-winning team of professionals

· Work with a naturally friendly team of highly motivated ambitious people

· Be in an environment where you have an impact

· Support to complete professional qualifications

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