Financial Divisions is seeking a Financial Administrator in Sutton/ Cheam to support financial advisers and the paraplanning team. The role blends client-facing duties with essential admin to ensure a smooth client journey.
You will handle onboarding, AML checks, and annual reviews while maintaining accurate records and providing responsive service in a professional Wealth Management environment.
#J-18808-Ljbffr
Wealth Management — Client-Facing Financial Administrator employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
