Senior Financial Administrator (Wealth Management)

An excellent opportunity has arisen for a Senior Administration professional to join a well-established London-based Partner Practice of a leading national wealth management firm.

This role will involve providing high-level administrative and client support to Wealth Planners, working with high-net-worth clients and ensuring all cases are processed efficiently, accurately, and in full compliance with regulatory requirements.

You will play a key role in supporting the end-to-end financial planning process within a busy, professional, and client-focused environment.

Key Responsibilities:

Client & Adviser Support:

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• Act as a key point of contact for high-net-worth clients
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• Manage diaries and coordinate client meetings
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• Prepare client meeting packs and documentation
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• Record and summarise meeting notes accurately
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Business Processing:

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• Prepare and submit new business and complex application forms
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• Track case progress from submission through to completion
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• Ensure all business is processed in line with compliance and regulatory standards
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Onboarding & Compliance:

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• Support full client onboarding process
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• Complete AML (Anti-Money Laundering) and CDD (Client Due Diligence) checks
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• Ensure all documentation meets regulatory requirements
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Back Office Administration:

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• Maintain accurate and up-to-date client records
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• Use CRM and financial planning systems to manage client information
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• Liaise with providers to obtain updates and resolve queries
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About You:

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• Previous experience in a financial planning, wealth management, or IFA administration role
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• Strong understanding of financial services products including pensions, investments, protection, tax, and estate planning
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• Experience using industry systems such as Xplan or Intelliflo (desirable)
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• Excellent attention to detail and organisational skills
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• Strong communication skills with a professional and client-focused approach
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• Ability to work effectively in a fast-paced, regulated environment
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What’s on Offer:

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• Opportunity to work within a high-performing wealth management environment
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• Exposure to high-net-worth clients and complex financial planning cases
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• Supportive and professional team culture
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• Career development within a respected financial services business
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• Competitive salary package (based on experience)
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About the Company:

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• Our client is a London-based Partner Practice of a leading wealth management organisation, providing bespoke financial planning and investment advice to high-net-worth individuals.
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• They are committed to delivering exceptional client service, maintaining the highest regulatory standards, and fostering long-term relationships with clients and advisers.
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How to Apply:

If you are an experienced financial services administrator looking to take the next step in your career, we would love to hear from you.

Please apply with your CV today to Josie at Artemis Recruitment.