Financial Administrator - Wealth Management - London - 30-35k+Excellent Culture & Career Development

Are you an experienced Financial Administrator looking to join a highly respected wealth management firm that genuinely values its people?

We are working with a long-established and highly successful Independent Financial Planning practice that has built an excellent reputation for both client service and employee wellbeing. Known for its friendly, collaborative and supportive culture, this is a business where people are encouraged to develop their careers and are recognised for their contribution.

Why This Opportunity Stands Out

This is an opportunity to join a close-knit and professional team where collaboration, support and client service sit at the heart of everything they do.

The business prides itself on maintaining a positive working environment, offering excellent training, approachable leadership and clear opportunities for career progression. Whether your ambition is to continue developing as an administrator or progress into paraplanning, support is available to help you achieve your goals.

The Role

Working closely with Advisers, Paraplanners and clients, you will play a key role in supporting the delivery of high-quality financial planning services.

Key responsibilities include:

• Preparing and processing new business applications
• Managing client enquiries and ongoing servicing requests
• Liaising with providers and third parties
• Obtaining valuations and policy information
• Maintaining accurate client records and CRM systems
• Producing suitability report packs and meeting documentation
• Supporting annual review processes
• Ensuring all documentation is processed accurately and compliantly

About You

We're keen to speak with individuals who have:

• Previous experience within Financial Planning or Wealth Management administration
• Strong organisational and communication skills
• Excellent attention to detail
• Experience dealing with pensions, investments, ISAs and protection products
• A proactive and team-oriented approach
• A genuine desire to provide excellent client service

What's on Offer?

• Competitive salary
• Hybrid working opportunities
• Supportive and collaborative culture
• Ongoing training and development
• Clear career progression opportunities
• Friendly and approachable management team
• Comprehensive benefits package
• Modern office environment

The Culture

One of the biggest attractions of this opportunity is the culture. This is a business that understands the value of its people and has created an environment where employees feel supported, trusted and empowered to succeed. Teamwork is actively encouraged, achievements are recognised and staff retention is excellent.

Interested?

For a confidential discussion, please contact: Laura Warburton