Financial Administrator - Boutique Wealth Management Practice, Hampton, Middlesex (office-
Financial Administrator - Boutique Wealth Management Practice Location: Hampton, Middlesex (office-based) Salary: £35,000 - £40,000 per annum (depending on experience) Hours: Full-time, 5 days per week - Flexi Hours/Hybrid Are you an experienced IFA or Wealth Management Administrator who takes pride in running a smooth, well-organised operation - and loves being at the heart of a small, client-focused team? This is an exciting opportunity to join a highly regarded, independent wealth management practice based in Hampton. You''ll work directly with the firm''s Director, supporting him as his right hand and ensuring clients receive a first-class service at every stage of their financial planning journey. If you enjoy variety, take ownership of your work, and thrive in a close-knit environment where your contribution really matters, this could be the perfect next step. The Opportunity You''ll be the operational backbone of the business - managing all aspects of client administration, liaising with providers, and keeping everything running seamlessly behind the scenes. This role suits someone confident, proactive, and personable - an administrator who enjoys improving systems, taking initiative, and ensuring the adviser can focus fully on clients. Key Responsibilities • Manage day-to-day client administration and ensure cases progress efficiently and accurately. • Liaise directly with clients - by phone and email - to handle queries, gather information, and provide ..... full job details .....
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