Full job descriptionAre you an organised and detail-driven Financial Administrator looking to build your career within a high-quality wealth management environment?
This boutique City-based firm, working with HNW professionals and long-standing private clients, is seeking a polished and proactive Administrator to support their advisers and paraplanners across all aspects of client servicing and operational administration.
This is a firm known for its relationship-led approach, high standards, and supportive culture. You will be working closely with experienced advisers, gaining exposure to high-quality financial planning work and developing your technical knowledge over time.
The Role
*Provide administrative support across the full client lifecycle
*Prepare documentation, valuations, and review packs
*Liaise with providers to obtain policy information and process new business
*Maintain accurate client records and ensure compliance requirements are met
*Support advisers and paraplanners with day-to-day client servicing
*Assist with onboarding new clients and managing ongoing client reviews
About You
*1–3+ years’ experience in financial planning or wealth management administration
*Strong organisational skills and excellent attention to detail
*Confident communicator with a professional, client-focused manner
*Comfortable working in a fast-paced, high-standards environment
*Keen to develop your technical knowledge and progress over time
What’s On Offer
*£30,000 – £35,000 base salary + bonus
*Excellent benefits package
*Supportive, collaborative team environment
*Exposure to high-quality HNW client work
*Clear development pathway into senior administration or paraplanning
If this opportunity is of interest, please send your CV to Laura at Financial Divisions