At a Glance
- Tasks: Manage client support, documentation, and ensure smooth operations in a financial practice.
- 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 supportive environment with excellent work-life balance.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Must have 12 months of wealth management experience and strong Salesforce skills.
The predicted salary is between 45000 - 45000 £ per year.
Financial Administrator – Strong Salesforce Experience
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
Financial Administrator- Must have Wealth Management Experience in Slough employer: Financial Divisions
Join a highly professional and well-established financial planning practice in London, where you will thrive in a supportive and structured environment. With a focus on work-life balance, hybrid working options, and opportunities for career development, this role as a Financial Administrator offers the chance to be at the heart of practice operations while delivering exceptional client service. Enjoy the benefits of a competitive salary, bonus potential, and access to advanced systems and technology that empower your growth.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator- Must have Wealth Management Experience in Slough
✨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- Must have Wealth Management Experience in Slough
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.
