If you’re currently working in financial services administration and feel ready for more responsibility — not just more paperwork — this could be worth a look.
A well-run London wealth management firm is looking for someone to join its centralised admin team. It’s a busy role, but organised. You’ll be properly involved in the advice process, supporting advisers and making sure clients receive a smooth, professional service from start to finish.


Day to day, you’ll be:
Keeping client records accurate and up to date
Submitting new business and processing fund switches
Handling LOAs and gathering plan information
Preparing review packs and supporting adviser meetings
Speaking with providers and clients to keep cases moving
Managing review workflows and following through on actions
Helping with month-end figures and general team coordination


There’s structure, compliance and process — as you’d expect — but it’s not a faceless corporate machine. You’ll attend team meetings, contribute, and over time (after your first year) you’ll start picking up more technical queries and complex cases.


They’re looking for someone with:
Around 1–2 years’ experience in a financial admin role
A solid understanding of pensions and investments
Strong attention to detail (accuracy really matters here)
Confidence using Word and Excel — Intelligent Office would be a bonus
A calm, organised approach and the ability to manage workload sensibly


This would suit someone serious about building a career in financial services. There’s progression, increased earning potential over time and a supportive team environment — professional but friendly.
If that sounds like your sort of set-up, feel free to get in touch with Jo at Financial Divisions for a confidential chat.