Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client cases and ensure smooth operations in a dynamic financial planning firm.
- Company: Join Compound Wealth Planning, a recognised leader in financial services.
- Benefits: Competitive salary, performance bonus, hybrid work, and career development opportunities.
- Other info: Work with modern tools in a forward-thinking environment.
- Why this job: Be part of a team that values relationships and makes a real impact on clients' lives.
- Qualifications: Strong communication skills and a knack for organisation; financial experience is a bonus.
The predicted salary is between 26000 - 30000 £ per year.
Compound Wealth Planning is a London-based financial planning firm working with professionals and families across the UK. We help people make clear, structured decisions around tax, pensions and long-term planning. We’re relationship-led, we build partnerships that last, and we genuinely care about getting things right for the people we work with.
We’ve been recognised a few times along the way:
- MoneyAge Micro Wealth Management Firm of the Year (2024 & 2021)
- Best Personal Financial Planning Specialist (2023)
We’re looking for someone to take ownership of the operational side of what we do. This isn’t a passive admin role. You’ll be running client cases from start to finish, working alongside our advisers and ops team to make sure everything is delivered accurately and on time. You’ll be the person who keeps things moving.
What You’ll Be Doing
- Operations: Managing client cases from instruction through to completion. Keeping Salesforce up to date and tracking where everything sits. Preparing documents, reports and client correspondence.
- Client Coordination: Acting as a point of contact for clients and providers. Keeping communication flowing between everyone involved. Making sure cases progress without getting stuck.
- Compliance & Quality: Making sure documentation meets regulatory standards. Keeping records accurate and audit trails clean.
- Business Support: Helping us improve how we do things. Spotting what could work better and getting involved.
Who We’re Looking For
You’re someone who notices the small things. You communicate clearly and you don’t let things fall through the cracks. You’re comfortable juggling several things at once and you’re happy getting stuck into systems and tech. You take initiative and you like things to be well organised. Financial services experience is a plus, but it’s not a dealbreaker. If you’re sharp, reliable and keen to learn, we’d love to hear from you.
What’s On Offer
- £26,000–£30,000 depending on experience
- Performance bonus
- Hybrid working
- Real career development opportunities
- Exposure to modern tools and a forward-thinking team
Application
Please apply with:
- Your CV
- A short covering note explaining:
- Why this role interests you
- What you feel you would bring to a growing business
Applications can also be sent directly to: c.e.roberts@sjpp.co.uk
We look forward to hearing from you.
Business Administrator in London employer: Compound Wealth Planning
Contact Detail:
Compound Wealth Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Administrator in London
✨Tip Number 1
Get to know the company inside out! Research Compound Wealth Planning, their values, and what makes them tick. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Reach out to current or former employees on LinkedIn. Ask them about their experiences and any tips they might have for landing the Business Administrator role. Plus, it shows initiative!
✨Tip Number 3
Prepare for the interview by practising common questions related to operations and client coordination. Think about examples from your past where you've kept things organised and running smoothly. We want to see how you can keep things moving at Compound!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role. And remember, apply through our website for the best chance of getting noticed!
We think you need these skills to ace Business Administrator in London
Some tips for your application 🫡
Craft a Compelling Covering Note: Your covering note is your chance to shine! Make sure to explain why this Business Administrator role excites you and what unique skills you bring to the table. Keep it concise but impactful!
Tailor Your CV: Don’t just send the same CV for every application. Tailor it to highlight your relevant experience and skills that match the job description. We want to see how you fit into our team at Compound Wealth Planning!
Showcase Your Organisational Skills: Since this role is all about keeping things moving, make sure to highlight any past experiences where you’ve successfully managed multiple tasks or projects. We love candidates who can juggle responsibilities with ease!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Compound Wealth Planning
✨Know the Company Inside Out
Before your interview, take some time to research Compound Wealth Planning. Understand their values, services, and recent achievements. This will not only help you answer questions more effectively but also show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
As a Business Administrator, you'll need to juggle multiple tasks. Prepare examples from your past experiences where you've successfully managed several projects or cases at once. Highlight how you kept everything organised and on track.
✨Communicate Clearly
Since the role involves acting as a point of contact for clients, practice clear and concise communication. During the interview, make sure to articulate your thoughts well and demonstrate your ability to keep information flowing smoothly between parties.
✨Be Ready to Suggest Improvements
Compound Wealth Planning is looking for someone who can help improve processes. Think about any ideas you might have for enhancing efficiency or client experience. Bring these suggestions to the interview to show your proactive mindset and willingness to contribute.