At a Glance
- Tasks: Support daily operations and deliver exceptional client service in a fast-paced environment.
- Company: Respected wealth management practice with a focus on client satisfaction.
- Benefits: Competitive salary of £45,000 plus benefits and opportunities for professional growth.
- Other info: Hands-on role with real responsibility and excellent career advancement potential.
- Why this job: Make a real impact by ensuring smooth operations and high-quality client support.
- Qualifications: Proactive, organised, and detail-driven with experience in client-focused roles.
The predicted salary is between 45000 - 45000 £ per year.
Our client is a highly respected wealth management practice seeking a proactive, organised, and detail-driven Financial Administrator to support daily operations and ensure exceptional client service.
This role is ideal for someone who thrives in a fast-paced environment, enjoys working closely with advisers, and takes pride in delivering high-quality administrative and client support.
If you’re experienced, client-focused, and looking for a role where your contribution genuinely matters, this could be the perfect next step.
The Opportunity As a Financial Administrator, you will play a key role in ensuring the smooth running of the practice.
You’ll support advisers, manage client workflows, and maintain high standards of accuracy and professionalism across all administrative processes.
This is a hands-on role with real responsibility, you’ll be involved in client communication , case management , new business processing , and meeting preparation , helping to deliver a seamless client experience.
The Role New Business Processing Prepare and submit advice packs including illustrations, applications, and suitability letters Prioritise casework to meet agreed SLAs Ensure all documentation is accurate, compliant, and complete Client Meeting Fo...
