An excellent opportunity has arisen for a Senior Administration professional to join a well-established London-based Partner Practice of a leading national wealth management firm.
This role will involve providing high-level administrative and client support to Wealth Planners, working with high-net-worth clients and ensuring all cases are processed efficiently, accurately, and in full compliance with regulatory requirements.
You will play a key role in supporting the end-to-end financial planning process within a busy, professional, and client-focused environment.
Key Responsibilities:
Client & Adviser Support:
- Act as a key point of contact for high-net-worth clients
- Manage diaries and coordinate client meetings
- Prepare client meeting packs and documentation
- Record and summarise meeting notes accurately
Business Processing:
- Prepare and submit new business and complex application forms
- Track case progress from submission through to completion
- Ensure all business is processed in line with compliance and regulatory standards
Onboarding & Compliance:
- Support full client onboarding process
- Complete AML (Anti-Money Laundering) and CDD (Client Due Diligence) checks
- Ensure all documentation meets regulatory requirements
Back Office Administration:
- Maintain accurate and up-to-date client records
- Use CRM and financial planning systems to manage client information
- Liaise with providers to obtain updates and resolve queries
About You:
- Previous experience in a financial planning, wealth management, or IFA administration role
- Strong understanding of financial services products including pensions, investments, protection, tax, and estate planning
- Experience using industry systems such as Xplan or Intelliflo (desirable)
- Excellent attention to detail and organisational skills
- Strong communication skills with a professional and client-focused approach
- Ability to work effectively in a fast-paced, regulated environment
What's on Offer:
- Opportunity to work within a high-performing wealth management environment
- Exposure to high-net-worth clients and complex financial planning cases
- Supportive and professional team culture
- Career development within a respected financial services business
- Competitive salary package (based on experience)
About the Company:
- Our client is a London-based Partner Practice of a leading wealth management organisation, providing bespoke financial planning and investment advice to high-net-worth individuals.
- They are committed to delivering exceptional client service, maintaining the highest regulatory standards, and fostering long-term relationships with clients and advisers.
If you are an experienced financial services administrator looking to take the next step in your career, we would love to hear from you.
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Senior Financial Administrator (Wealth Management) in City of London employer: Artemis Recruitment Consultants Ltd
Join a leading financial advisory firm in Glasgow, where you will thrive in a supportive and collaborative environment dedicated to your professional growth. With an established client portfolio and a commitment to high-quality financial advice, you'll enjoy competitive benefits including a generous salary, discretionary bonuses, and opportunities for career advancement. Experience a workplace that values strong client relationships and offers a positive team culture, making it an excellent choice for your next career move.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
