At a Glance
- Tasks: Support financial planners and deliver exceptional client experiences in a dynamic environment.
- Company: Established financial planning group known for strong values and collaborative culture.
- Benefits: Competitive salary, bonus, 32 days leave, private medical insurance, and flexible working.
- Other info: Ongoing training and clear pathways for career development.
- Why this job: Join a growing team and develop your career in the exciting world of wealth management.
- Qualifications: Experience in administration or client servicing, strong organisational skills, and attention to detail.
The predicted salary is between 35000 - 35000 £ per year.
Hybrid Working
Strong Benefits Package
Established Financial Planning Group
An excellent opportunity has arisen for a Client Service Team Associate to join a highly regarded and growing financial planning group. This is a key client servicing role within a busy and professional wealth management environment, supporting Financial Planners, Paraplanners and wider internal teams in delivering an exceptional client experience. The business is known for its strong values, collaborative culture and commitment to delivering high‑quality, compliant financial planning services. Due to continued growth and the integration of acquired firms, they are now looking to strengthen their Client Service Team with a capable and detail‑focused individual. This role would suit someone with experience in financial services administration or client servicing who enjoys working in a structured, fast‑paced environment and is keen to develop within a supportive organisation.
Responsibilities
- You will be responsible for a range of core servicing and administrative tasks, ensuring accuracy, efficiency and excellent client outcomes at all times.
- Producing portfolio reports and pre‑meeting documentation for advisers
- Reviewing and correcting client cash accounts
- Submitting and implementing new business applications as instructed
- Maintaining and updating accurate client records across systems such as Intelliflo and Concert Hub
- Managing your own workflow and prioritising tasks effectively
- Supporting advisers, paraplanners and internal teams with ongoing client servicing requirements
- Escalating issues appropriately to the Team Leader where required
- Working collaboratively across departments to ensure a high standard of client service delivery
- Ensuring all work is completed in line with service levels, compliance standards and regulatory requirements
- Supporting wider business operations as required
Requirements
- Previous experience in administration or client servicing, ideally within financial services
- Strong organisational and time management skills
- Excellent attention to detail and accuracy
- Ability to manage multiple tasks and deadlines effectively
- Strong written and verbal communication skills
- Confident using Microsoft Office and other systems
- Ability to work well under pressure in a fast‑paced environment
- A proactive, team‑oriented and dependable approach
- Willingness to learn and develop within the role
Benefits
- Competitive salary depending on experience
- Discretionary bonus of up to 12%
- 32 days annual leave including bank holidays
- Private Medical Insurance
- Income Protection and Life Assurance
- Company pension scheme with employer contributions up to 5%
- Flexible working arrangements and hybrid options
- Buy/Sell holiday scheme
- Season ticket loan and green travel initiatives
- Employee benefits platform
- Ongoing training and professional development support
- Opportunity to join a growing and well‑established financial planning organisation
- Clear exposure to wider business operations and career development pathways
Financial Administrator - Wealth Management - London - £35,000 Salary + Bonus + Excellent Benefits employer: Financial Divisions
Join a highly regarded financial planning group in London, where you will thrive in a collaborative and supportive work culture that prioritises employee growth and development. With a competitive salary, excellent benefits including private medical insurance and flexible working arrangements, this role offers a unique opportunity to contribute to exceptional client service while advancing your career in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator - Wealth Management - London - £35,000 Salary + Bonus + Excellent Benefits
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Administrator - Wealth Management - London - £35,000 Salary + Bonus + Excellent Benefits
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
