Wealth Planning Client Services Administrator

Financial Divisions; Horsham; On-site; GBP 30,000 - 38,000; Full time

Benefits offered by this job

Bonuses

Benefits package

Job summary

Financial Divisions, a boutique financial advice firm with Horsham offices, seeks anexperienced Financial Administrator to manage end-to-end administration for current and incoming clients. You will onboard new clients, prepare meeting packs, and support advisers to ensure smooth daily operations.

This fast-paced role requires minimal supervision and a proactive approach. The role offers a competitive salary (£30k-£38k) plus bonuses and benefits, and involves coordinating with advisers, clients,

Qualifications

• Experience in financial administration within a wealth planning practice.
• Ability to manage end-to-end processes for new and existing clients without supervision.
• Strong accuracy and attention to detail in preparing documents and meeting packs.

Responsibilities

• Create meeting packs and onboarding new clients.
• Prepare for annual reviews and maintain client records.
• Manage back-office systems and act as point of contact for clients and providers.
• Provide ad hoc support to advisers to ensure smooth operations.

Skills

End-to-end admin

Client onboarding

Back office systems

Stakeholder liaison

Tools

CRM software

Job description

Financial Divisions, a boutique financial advice firm with Horsham offices, seeks anexperienced Financial Administrator to manage end-to-end administration for current and incoming clients. You will onboard new clients, prepare meeting packs, and support advisers to ensure smooth daily operations.

This fast-paced role requires minimal supervision and a proactive approach. The role offers a competitive salary (£30k-£38k) plus bonuses and benefits, and involves coordinating with advisers, clients,