A well-established and highly regarded wealth management firm in Bromley is looking to appoint a diligent and organised Financial Administrator to join their friendly, professional team. This fully office-based role is ideal for someone who enjoys working in a structured environment and playing a key part in the smooth day-to-day running of client operations.
The Role
You will provide essential administrative support to Financial Advisers, helping to ensure client business is processed efficiently while maintaining high service standards.
Key responsibilities include:
*Preparing and processing new business applications across pensions, investments, and protection
*Liaising with providers, advisers, and clients to gather information and resolve queries
*Maintaining accurate client records and updating internal systems
*Supporting suitability report documentation and compliance processes
*Managing post-sale administration and ongoing servicing requirements
*Providing general office administration to support the wider team
About You
*Previous experience in a financial services administration role is essential
*Strong organisational skills with excellent attention to detail
*Confident communicator with a professional telephone manner
*Able to manage multiple tasks and deadlines effectively
*Proficient in Microsoft Office and back-office systems (experience with industry platforms is advantageous)
What’s on Offer
*Salary up to £30,000 depending on experience
*Stable and supportive office environment within a respected local firm
*Opportunity to develop your career within financial services
If you’re an experienced Financial Administrator seeking a secure, office-based role in a professional wealth management setting, this could be an excellent next step.
For a confidential conversation, please contact Sam at Financial Divisions.