Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers with admin tasks and client communication.
- Company: Join a top chartered wealth management firm known for excellence.
- Benefits: Enjoy hybrid working, career development, and a competitive salary.
- Why this job: Be part of a values-driven team where your contributions matter.
- Qualifications: 2 years in financial services; Xplan experience is a plus.
- Other info: Work with high-net-worth clients and engage in exciting projects.
The predicted salary is between 36000 - 60000 £ per year.
Senior Financial Administrator
Location: Central London
Firm Type: Chartered Independent Wealth Management
Employment Type: Full-time | Hybrid Working Available
Experience Level: Minimum 2 Years’ Financial Services Administration
Join a highly respected, chartered independent wealth management firm renowned for delivering exceptional financial planning and investment advice to high-net-worth and ultra-high-net-worth clients.
We are seeking a confident and proactive Client Services Administrator to support our client\’s team of experienced advisers and paraplanners. This is an excellent opportunity to join a values-driven, professional environment where your contribution will be recognised, and your career can flourish.
What You’ll Be Doing:
- Providing daily administrative support to a team of established financial advisers and paraplanners.
- Accurately processing new business applications and maintaining the CRM system (Xplan).
- Implementing advice recommendations in a compliant and timely manner.
- Liaising professionally with clients and product providers to ensure smooth, effective communication.
- Assisting in drafting basic reports and supporting ongoing review and planning processes.
- Keeping up to date with FCA regulatory changes and contributing to best practice.
- Supporting the development and improvement of internal processes and systems.
- Handling general office duties, including managing incoming communications and client queries.
- Participating in internal projects to enhance service delivery and efficiency.
What We’re Looking For:
- Minimum of 2 years’ experience in a financial planning or wealth management administration role .
- Comfortable working with high and ultra-high net worth clients and their expectations.
- Solid understanding of FCA regulations and compliance requirements .
- Excellent communication, interpersonal, and organisational skills.
- Proven ability to work independently while contributing to a collaborative team.
- Experience using Xplan is highly desirable.
- A professional, detail-oriented individual with a proactive, can-do attitude.
What You’ll Get in Return:
- A chance to work within a highly reputable, chartered financial planning firm.
- Exposure to complex and interesting client cases across pensions, investments, and estate planning.
- Opportunities for career development and professional growth , including study support if desired.
- A supportive, down-to-earth team culture in a modern and progressive office environment.
- Competitive salary package and benefits.
If you’re looking to take the next step in your financial services career and thrive in a highly professional and rewarding environment – we’d love to hear from you.
Apply now to join a team where your skills and ambition will be truly valued.
Senior Financial Administrator employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Administrator
✨Tip Number 1
Familiarise yourself with the FCA regulations and compliance requirements relevant to wealth management. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 2
Gain a solid understanding of Xplan, as experience with this CRM system is highly desirable for the position. Consider taking online courses or tutorials to boost your proficiency and show your initiative.
✨Tip Number 3
Network with professionals in the financial services sector, especially those who work in wealth management. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 4
Prepare to discuss your experience with high-net-worth clients during the interview. Think of specific examples that highlight your communication skills and ability to manage client expectations effectively.
We think you need these skills to ace Senior Financial Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services administration. Emphasise your familiarity with FCA regulations, client communication skills, and any experience with Xplan.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive attitude and detail-oriented nature. Mention specific examples of how you've supported financial advisers or paraplanners in the past, and express your enthusiasm for working with high-net-worth clients.
Highlight Relevant Skills: In your application, clearly outline your organisational and interpersonal skills. Provide examples of how you've successfully managed client queries and maintained CRM systems in previous roles.
Showcase Continuous Learning: Mention any ongoing professional development or training related to financial services. This could include courses on compliance, financial planning, or software like Xplan, demonstrating your commitment to growth in the field.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Regulations
Make sure you brush up on FCA regulations and compliance requirements before the interview. Being able to discuss these confidently will show that you understand the industry and can navigate its complexities.
✨Demonstrate Your Client Management Skills
Prepare examples of how you've successfully managed high-net-worth clients in the past. Highlight your communication skills and ability to handle their expectations, as this is crucial for the role.
✨Familiarise Yourself with Xplan
If you have experience using Xplan, be ready to discuss it in detail. If not, take some time to learn about its functionalities, as this knowledge could set you apart from other candidates.
✨Show Your Proactive Attitude
During the interview, convey your proactive approach to problem-solving and process improvement. Share specific instances where you've taken the initiative to enhance service delivery or efficiency in your previous roles.
