Wealth Management — Client-Facing Financial Administrator

Financial Divisions; Greater London; On-site; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Bonus

22 days holiday

Excellent benefits package

Office based

Career development and progression

Extensive training and support

Friendly, professional environment

Job summary

Financial Divisions is seeking a Financial Administrator in Sutton/ Cheam to support financial advisers and the paraplanning team. The role blends client-facing duties with essential admin to ensure a smooth client journey.

You will handle onboarding, AML checks, and annual reviews while maintaining accurate records and providing responsive service in a professional Wealth Management environment.

Qualifications

• 1–2 years' experience in Financial Services or related environment.
• Experience with client onboarding and documentation.
• Familiarity with AML and client verification checks.
• Experience with Letters of Authority and annual reviews.

Responsibilities

• Support onboarding of new clients and gather required information.
• Perform AML and client verification checks.
• Prepare and issue Letters of Authority and liaise with providers.
• Support end-to-end annual review processes.
• Liaise with clients, build trusted relationships, and be a go-to contact.
• Maintain accurate client records and efficient administrative processes.
• Provide broader admin and support to advisers and Paraplanning team.

Job description

Financial Divisions is seeking a Financial Administrator in Sutton/ Cheam to support financial advisers and the paraplanning team. The role blends client-facing duties with essential admin to ensure a smooth client journey.

You will handle onboarding, AML checks, and annual reviews while maintaining accurate records and providing responsive service in a professional Wealth Management environment.