At a Glance
- Tasks: Manage client support and back-office operations in a dynamic financial planning practice.
- Company: Established financial planning firm with a professional and supportive culture.
- Benefits: Competitive salary, bonus potential, and opportunities for career advancement.
- Other info: Hybrid working model with a focus on exceptional client service.
- Why this job: Join a key role in a thriving environment and enhance your Salesforce skills.
- Qualifications: 12 months of experience in Wealth Management and strong administrative skills.
The predicted salary is between 45000 - 45000 £ per year.
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
Doing: Handling new business processing and preparing documentation.
Completing client meeting follow-ups and updating internal systems.
Maintaining accurate records across Salesforce and ...
