Financial Administrator - London - £45,000 + benefits

Our client is a highly respected wealth management practice seeking a proactive, organised, and detail-driven Financial Administrator to support daily operations and ensure exceptional client service. This role is ideal for someone who thrives in a fast-paced environment, enjoys working closely with advisers, and takes pride in delivering high-quality administrative and client support.

If you’re experienced, client-focused, and looking for a role where your contribution genuinely matters, this could be the perfect next step.

The Opportunity

As a Financial Administrator, you will play a key role in ensuring the smooth running of the practice. You’ll support advisers, manage client workflows, and maintain high standards of accuracy and professionalism across all administrative processes.

This is a hands-on role with real responsibility, you’ll be involved in client communication, case management, new business processing, and meeting preparation, helping to deliver a seamless client experience.

The Role

New Business Processing

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• Prepare and submit advice packs including illustrations, applications, and suitability letters
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• Prioritise casework to meet agreed SLAs
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• Ensure all documentation is accurate, compliant, and complete
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Client Meeting Follow-Up

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• Format and process meeting notes
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• Update internal systems including Salesforce and other platforms
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• Complete all post-meeting actions promptly and accurately
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Client Review Management

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• Support advisers with the coordination of client review cycles
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• Monitor review tasks and ensure timely delivery
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• Maintain accurate records throughout the review process
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Client Communication & Call Handling

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• Handle incoming calls professionally and client-centrically
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• Log, resolve, or escalate queries in line with service standards
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• Maintain clear, accurate communication records
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Mail & Document Processing

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• Manage incoming and outgoing mail
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• Scan, prioritise, and log documents within required turnaround times
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Marketing & Client Engagement

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• Organise and distribute marketing materials for campaigns and client occasions
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• Ensure communications are accurate, compliant, and brand-aligned
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Case & Pipeline Management

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• Maintain end-to-end ownership of allocated cases
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• Follow up on provider requests such as LOAs
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• Track pipeline business weekly and chase outstanding items
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Meeting Preparation & Onboarding

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• Prepare client files ahead of meetings
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• Set up new clients across internal systems and ensure data accuracy
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Professional Communication

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• Draft clear, professional written communications to clients, providers, and internal teams
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What They’re Looking For

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• Previous experience in a senior administrative or client support role within financial services
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• Strong organisational skills and exceptional attention to detail
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• Ability to manage multiple tasks in a deadline-driven environment
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• Strong verbal and written communication skills
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• Proficiency in Microsoft Office and familiarity with Salesforce
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• Client-focused mindset with a commitment to high-quality service
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• Confident telephone manner and ability to build rapport
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• Ability to work independently and collaboratively
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Why This Role?

This is a fantastic opportunity to join a stable, well-regarded wealth management practice where your work directly contributes to outstanding client outcomes. You’ll be part of a supportive, professional team with opportunities to grow, develop, and take on more responsibility over time.

Please contact Laura at Financial Divisions