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Permanent

Financial Administrator - London - £45,000 + benefits

Financial Divisions
London
money-bag £40000 Annual
Posted: 01 July 2026 (Today)
Closing date: 31 July 2026
Ref: 3130553444

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 OpportunityAs 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 RoleNew Business ProcessingPrepare and submit advice packs including illustrations, applications, and suitability lettersPrioritise casework to meet agreed SLAsEnsure all documentation is accurate, compliant, and completeClient Meeting Follow-UpFormat and process meeting notesUpdate internal systems including Salesforce and other platformsComplete all post-meeting actions promptly and accuratelyClient Review ManagementSupport advisers with the coordination of client review ..... full job details .....

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