Financial Administrator - Strong Salesforce Experience - London/Hybrid - Up to £45,000 + Bonus

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:

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• Handling new business processing and preparing documentation.
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• Completing client meeting follow-ups and updating internal systems.
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• Maintaining accurate records across Salesforce and other platforms.
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• Managing client communications and incoming calls professionally.
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• Coordinating marketing materials and client engagement activities.
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• Overseeing mail, scanning, logging, and document workflows.
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• Supporting advisers with review management and pipeline tracking.
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• Preparing client files and assisting with onboarding processes.
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What’s on Offer:

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• Salary: Up to £45,000 + Bonus.
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• Working Environment: Hybrid working, autonomy, and a supportive culture.
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• Support Structure: Full administrative and paraplanning support, plus access to advanced systems and technology.
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• Career Development: Opportunities to grow within the firm, with a strong focus on work-life balance and long-term progression.
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Who We’re Looking For:

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• Experience within an SJP practice is essential.
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• Strong proficiency with Salesforce and other internal systems.
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• Excellent organisational skills and attention to detail.
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• A client-focused mindset with strong communication skills.
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• Ability to manage multiple tasks in a fast-paced environment.
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Interested?

Please contact Laura at Financial Divisions