At a Glance
- Tasks: Manage client support and back-office operations in a dynamic financial environment.
- Company: Established financial planning practice with a professional culture.
- Benefits: Up to £45,000 salary, bonus, hybrid working, and career development opportunities.
- Other info: Enjoy a structured environment with excellent work-life balance.
- Why this job: Join a supportive team and make a real impact in wealth management.
- Qualifications: Wealth management experience and strong Salesforce skills required.
The predicted salary is between 45000 - 45000 £ per year.
Location: London
Salary: Up to £45,000 + Bonus + Hybrid/Flexible Working
Due to the nature of the role we are only considering candidates who have a minimum of 12 months in Wealth Management. An excellent opportunity has arisen for a Financial Administrator to join a highly professional and well-established financial planning practice. This role is ideal for someone with strong administrative experience, ideally gained within an SJP practice, and deep Salesforce exposure. You will play a key role in ensuring the smooth running of the practice and delivering exceptional client service.
The Opportunity:
As the Financial Administrator, you will take ownership of a wide range of back-office and client support responsibilities. This includes new business processing, client meeting follow-ups, review management, pipeline tracking, and maintaining accurate records across all systems. You will also support client communications, manage documentation, and ensure all operational processes run efficiently. This is a fantastic opportunity for someone who thrives in a structured, professional environment and enjoys being at the centre of practice operations.
What You’ll Be Doing:
- Handling new business processing and preparing documentation.
- Completing client meeting follow-ups and updating internal systems.
- Maintaining accurate records across Salesforce and other platforms.
- Managing client communications and incoming calls professionally.
- Coordinating marketing materials and client engagement activities.
- Overseeing mail, scanning, logging, and document workflows.
- Supporting advisers with review management and pipeline tracking.
- Preparing client files and assisting with onboarding processes.
What’s on Offer:
- Salary: Up to £45,000 + Bonus.
- Working Environment: Hybrid working, autonomy, and a supportive culture.
- Support Structure: Full administrative and paraplanning support, plus access to advanced systems and technology.
- Career Development: Opportunities to grow within the firm, with a strong focus on work-life balance and long-term progression.
Who We’re Looking For:
- Experience within an SJP practice is essential.
- Strong proficiency with Salesforce and other internal systems.
- Excellent organisational skills and attention to detail.
- A client-focused mindset with strong communication skills.
- Ability to manage multiple tasks in a fast-paced environment.
Interested? Please contact Laura: Phone: 02039601110 Mobile: 07754333988 Email: lauraw@financialdivisions.co.uk
Financial Administrator- Must have Wealth Management Experience in City of London employer: Financial Divisions
Join a well-established financial planning practice in London as a Financial Administrator, where you will thrive in a supportive and professional environment. With a focus on hybrid working and a strong commitment to employee development, this role offers excellent career progression opportunities alongside a competitive salary and bonus structure. Experience the benefits of working with advanced systems like Salesforce while being part of a team that values client service and operational excellence.
